+25.5%
LSCC vs WU
-42.0%
+67.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.0% | +9.1% | +7.8% |
| 7D | +13.0% | +11.7% | +1.3% | +8.5% |
| 30D | -19.8% | +12.6% | -32.4% | -23.6% |
| 3M | -18.4% | -0.5% | -17.9% | -19.0% |
| 6M | -16.1% | -18.2% | +2.1% | -11.6% |
| YTD | +42.7% | -19.0% | +61.7% | +50.0% |
| 1Y | +68.0% | -16.7% | +84.7% | +73.7% |
| 3Y | +85.8% | -21.0% | +106.9% | +92.9% |
| All | +25.5% | -42.0% | +67.5% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling