+19,401.7%
WELL vs LSCC
+9,126.4%
+10,275.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.6% | +7.6% | -0.2% |
| 7D | +5.3% | -4.8% | +10.1% | +5.6% |
| 30D | +8.7% | -27.1% | +35.8% | +11.7% |
| 3M | +3.8% | -23.6% | +27.4% | +6.0% |
| 6M | +15.4% | -19.8% | +35.2% | +16.1% |
| YTD | +33.7% | +33.2% | +0.4% | +27.1% |
| 1Y | +33.6% | +55.2% | -21.6% | +25.0% |
| 3Y | +194.2% | +70.1% | +124.1% | +163.8% |
| 5Y | +227.0% | +19.5% | +207.5% | +196.2% |
| 10Y | +430.7% | +1,164.9% | -734.2% | +269.3% |
| All | +19,401.7% | +9,126.4% | +10,275.3% | +11,138.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling