+12.5%
UAL vs WCC
+22.3%
-9.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | -0.1% | -1.0% |
| 7D | -3.0% | +9.9% | -13.0% | -6.9% |
| 30D | +10.5% | -8.4% | +18.9% | +13.0% |
| 3M | -13.5% | -10.3% | -3.1% | -11.0% |
| 6M | +14.2% | -10.5% | +24.7% | +16.5% |
| YTD | -2.2% | +32.2% | -34.4% | -22.1% |
| 1Y | +12.5% | +25.5% | -13.0% | -7.3% |
| All | +12.5% | +22.3% | -9.8% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling