+255.6%
UAL vs WCC
+458.5%
-202.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.1% | +0.7% |
| 7D | +8.2% | -14.7% | +22.9% | +17.4% |
| 30D | +2.3% | -20.1% | +22.4% | +15.0% |
| 3M | -12.7% | -21.2% | +8.5% | -1.8% |
| 6M | +12.7% | -19.2% | +31.9% | +23.0% |
| YTD | +0.8% | +20.2% | -19.4% | -14.5% |
| 1Y | +17.8% | +14.5% | +3.3% | +2.8% |
| 3Y | +206.7% | +115.1% | +91.6% | +67.8% |
| 5Y | +113.9% | +121.5% | -7.6% | +6.7% |
| 10Y | +97.0% | +468.1% | -371.1% | -53.0% |
| All | +255.6% | +458.5% | -202.8% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling