+8.5%
LVS vs WCN
+25.5%
-16.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | -4.3% | -4.4% | +0.1% | -3.2% |
| 30D | -6.8% | -4.4% | -2.4% | -5.8% |
| 3M | -15.6% | +0.5% | -16.1% | -15.8% |
| 6M | -20.6% | -3.3% | -17.3% | -20.2% |
| YTD | -33.4% | -8.5% | -24.9% | -31.9% |
| 1Y | -20.1% | -8.9% | -11.2% | -18.4% |
| 3Y | -7.4% | +18.0% | -25.5% | -14.1% |
| 5Y | +8.5% | +25.0% | -16.5% | -3.5% |
| All | +8.5% | +25.5% | -16.9% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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