+48.9%
LSCC vs WU
-42.5%
+91.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -3.0% | +13.4% | +11.3% |
| 7D | +14.5% | +2.1% | +12.3% | +13.1% |
| 30D | -0.1% | +10.1% | -10.2% | -4.1% |
| 3M | -2.7% | -1.1% | -1.5% | -3.4% |
| 6M | -4.8% | -19.8% | +15.0% | +0.8% |
| YTD | +66.9% | -20.8% | +87.6% | +76.4% |
| 1Y | +85.8% | -15.1% | +101.0% | +89.9% |
| 3Y | +115.6% | -23.2% | +138.8% | +125.5% |
| All | +48.9% | -42.5% | +91.4% | +78.8% |
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