+139.2%
UAL vs WCN
+30.3%
+108.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.8% |
| 7D | +0.7% | -0.6% | +1.3% | +0.9% |
| 30D | -16.1% | +0.4% | -16.5% | -16.3% |
| 3M | +6.1% | +7.3% | -1.2% | +3.4% |
| 6M | +10.8% | -2.5% | +13.4% | +11.3% |
| YTD | -0.4% | -5.4% | +5.0% | +0.9% |
| 1Y | +5.0% | -8.5% | +13.5% | +7.6% |
| 3Y | +124.0% | +20.8% | +103.2% | +101.2% |
| All | +139.2% | +30.3% | +108.8% | +104.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling