+82.0%
LSCC vs WU
-50.7%
+132.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.3% |
| 7D | +1.3% | -0.8% | +2.1% | +1.6% |
| 30D | -9.7% | -1.1% | -8.6% | -9.5% |
| 3M | -23.7% | -3.9% | -19.9% | -24.2% |
| 6M | +26.5% | -20.7% | +47.1% | +35.5% |
| YTD | +57.5% | -18.4% | +75.9% | +66.1% |
| 1Y | +75.7% | -8.1% | +83.7% | +74.0% |
| 3Y | +19.5% | -24.2% | +43.6% | +26.3% |
| All | +82.0% | -50.7% | +132.7% | +120.8% |
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