+45.6%
LTH vs WCC
+64.4%
-18.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.2% | -2.1% |
| 7D | +1.5% | +8.5% | -7.0% | +0.4% |
| 30D | -3.1% | -1.0% | -2.1% | -3.0% |
| 3M | +28.1% | +2.1% | +26.0% | +27.7% |
| 6M | +67.4% | +36.8% | +30.6% | +57.9% |
| YTD | +59.8% | +47.7% | +12.1% | +49.4% |
| 1Y | +45.6% | +66.5% | -20.9% | +33.2% |
| All | +45.6% | +64.4% | -18.8% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling