+2,683.9%
LSCC vs WPM
+5,208.0%
-2,524.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.8% | +11.1% | +10.5% |
| 7D | +14.5% | +3.1% | +11.4% | +13.7% |
| 30D | -0.1% | -1.8% | +1.8% | +0.4% |
| 3M | -2.7% | +1.0% | -3.7% | -3.2% |
| 6M | -4.8% | -5.4% | +0.6% | -4.1% |
| YTD | +66.9% | +15.9% | +51.0% | +59.9% |
| 1Y | +85.8% | +30.8% | +55.0% | +73.2% |
| 3Y | +115.6% | +222.6% | -107.1% | +60.9% |
| 5Y | +48.8% | +227.4% | -178.6% | +9.4% |
| 10Y | +1,490.3% | +757.8% | +732.5% | +794.7% |
| All | +2,683.9% | +5,208.0% | -2,524.1% | +911.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling