+52.0%
WEC vs LSCC
+40.9%
+11.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | -0.1% |
| 7D | +1.4% | +5.0% | -3.6% | +1.4% |
| 30D | +12.8% | -11.7% | +24.5% | +12.8% |
| 3M | +11.2% | -13.3% | +24.5% | +11.3% |
| 6M | +6.6% | -12.5% | +19.1% | +6.6% |
| YTD | +13.8% | +51.2% | -37.4% | +13.6% |
| 1Y | +7.6% | +65.9% | -58.3% | +7.4% |
| 3Y | +62.2% | +95.3% | -33.1% | +60.6% |
| 5Y | +52.0% | +38.6% | +13.4% | +46.5% |
| All | +52.0% | +40.9% | +11.0% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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