+143.5%
LTH vs WCC
+206.3%
-62.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.5% | -1.1% |
| 7D | -0.6% | +4.5% | -5.1% | -2.4% |
| 30D | -4.6% | -5.8% | +1.2% | -2.7% |
| 3M | +32.8% | -3.7% | +36.5% | +32.7% |
| 6M | +64.6% | +23.1% | +41.6% | +47.4% |
| YTD | +62.6% | +44.2% | +18.5% | +35.5% |
| 1Y | +49.9% | +62.1% | -12.1% | +17.3% |
| 3Y | +151.3% | +121.1% | +30.2% | +56.3% |
| All | +143.5% | +206.3% | -62.8% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling