+99.1%
UAL vs WCC
+509.2%
-410.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.5% | -5.3% | -4.3% |
| 7D | +3.5% | +8.5% | -5.0% | -1.6% |
| 30D | -16.5% | -1.0% | -15.5% | -16.4% |
| 3M | +2.8% | +2.1% | +0.7% | -0.1% |
| 6M | +17.6% | +36.8% | -19.3% | -5.3% |
| YTD | -3.2% | +47.7% | -50.9% | -25.9% |
| 1Y | +0.4% | +66.5% | -66.1% | -29.3% |
| 3Y | +128.2% | +134.2% | -6.0% | +21.0% |
| 5Y | +137.7% | +231.6% | -93.9% | -7.6% |
| 10Y | +99.1% | +508.1% | -409.0% | -63.8% |
| All | +99.1% | +509.2% | -410.1% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WCC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling