+10,587.0%
WMT vs LSCC
+10,619.1%
-32.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.4% | -8.3% | -0.6% |
| 7D | -1.6% | +19.3% | -20.9% | -3.1% |
| 30D | +12.9% | -9.6% | +22.5% | +13.4% |
| 3M | +12.6% | -12.4% | +25.0% | +13.2% |
| 6M | -3.4% | -10.5% | +7.0% | -3.9% |
| YTD | +13.5% | +54.8% | -41.3% | +7.2% |
| 1Y | +23.5% | +79.4% | -55.9% | +15.1% |
| 3Y | +137.3% | +109.6% | +27.7% | +112.4% |
| 5Y | +167.9% | +40.4% | +127.6% | +142.1% |
| 10Y | +526.6% | +1,379.1% | -852.5% | +340.7% |
| All | +10,587.0% | +10,619.1% | -32.0% | +4,047.8% |
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