+10,575.1%
WMT vs LSCC
+9,784.2%
+790.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.1% | -8.9% | -2.3% |
| 7D | +1.6% | +13.0% | -11.3% | +0.5% |
| 30D | +16.1% | -19.8% | +35.9% | +17.8% |
| 3M | +12.3% | -18.4% | +30.7% | +13.5% |
| 6M | -3.1% | -16.1% | +13.0% | -3.0% |
| YTD | +13.4% | +42.7% | -29.3% | +7.9% |
| 1Y | +24.5% | +68.0% | -43.5% | +16.6% |
| 3Y | +135.7% | +85.8% | +49.8% | +113.1% |
| 5Y | +166.8% | +28.0% | +138.8% | +143.0% |
| 10Y | +543.4% | +1,255.1% | -711.6% | +356.0% |
| All | +10,575.1% | +9,784.2% | +790.9% | +4,071.9% |
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