+86.8%
WFC vs LSCC
+26.3%
+60.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.1% | -7.6% | -1.6% |
| 7D | +1.2% | +13.0% | -11.7% | -0.9% |
| 30D | +5.2% | -19.8% | +25.0% | +8.5% |
| 3M | -3.0% | -18.4% | +15.4% | -0.7% |
| 6M | +6.2% | -16.1% | +22.3% | +6.6% |
| YTD | -7.9% | +42.7% | -50.6% | -17.6% |
| 1Y | +0.3% | +68.0% | -67.7% | -13.3% |
| 3Y | +117.7% | +85.8% | +31.9% | +73.8% |
| All | +86.8% | +26.3% | +60.4% | +51.4% |
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