+112.3%
UAL vs WCC
+117.0%
-4.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.1% | +0.9% |
| 7D | +8.2% | -14.7% | +22.9% | +16.2% |
| 30D | +2.3% | -20.1% | +22.4% | +13.4% |
| 3M | -12.7% | -21.2% | +8.5% | -3.2% |
| 6M | +12.7% | -19.2% | +31.9% | +21.9% |
| YTD | +0.8% | +20.2% | -19.4% | -13.1% |
| 1Y | +17.8% | +14.5% | +3.3% | +4.2% |
| 3Y | +206.7% | +115.1% | +91.6% | +79.1% |
| All | +112.3% | +117.0% | -4.7% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling