+278.9%
UNP vs WCC
+431.3%
-152.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.1% |
| 7D | +4.2% | +9.9% | -5.7% | +1.5% |
| 30D | +5.6% | -8.4% | +14.0% | +7.3% |
| 3M | +2.0% | -10.3% | +12.4% | +3.8% |
| 6M | +15.4% | -10.5% | +25.9% | +16.2% |
| YTD | +32.7% | +32.2% | +0.5% | +18.0% |
| 1Y | +39.4% | +25.5% | +13.9% | +25.6% |
| 3Y | +54.3% | +134.7% | -80.4% | +7.8% |
| 5Y | +39.6% | +139.9% | -100.3% | -9.5% |
| All | +278.9% | +431.3% | -152.4% | +56.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling