+1,490.3%
LSCC vs WU
-37.2%
+1,527.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -3.0% | +13.4% | +11.5% |
| 7D | +14.5% | +2.1% | +12.3% | +12.9% |
| 30D | -0.1% | +10.1% | -10.2% | -4.7% |
| 3M | -2.7% | -1.1% | -1.5% | -3.6% |
| 6M | -4.8% | -19.8% | +15.0% | +1.0% |
| YTD | +66.9% | -20.8% | +87.6% | +76.7% |
| 1Y | +85.8% | -15.1% | +101.0% | +90.4% |
| 3Y | +115.6% | -23.2% | +138.8% | +126.8% |
| 5Y | +48.8% | -42.6% | +91.4% | +74.5% |
| 10Y | +1,490.3% | -38.9% | +1,529.2% | +1,640.4% |
| All | +1,490.3% | -37.2% | +1,527.4% | +1,640.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling