+101.1%
UAL vs WCN
+300.6%
-199.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | -0.1% |
| 7D | +12.5% | +2.6% | +9.8% | +11.3% |
| 30D | +12.2% | +25.3% | -13.1% | +1.6% |
| 3M | -2.6% | +15.2% | -17.8% | -8.6% |
| 6M | +21.1% | +26.4% | -5.4% | +8.2% |
| YTD | +7.8% | +9.9% | -2.1% | +2.2% |
| 1Y | +25.4% | +16.2% | +9.2% | +15.5% |
| 3Y | +217.3% | +49.4% | +167.9% | +151.0% |
| 5Y | +132.9% | +46.2% | +86.7% | +83.2% |
| 10Y | +101.1% | +305.7% | -204.6% | -4.9% |
| All | +101.1% | +300.6% | -199.5% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling