+39.3%
UNP vs WCC
+145.3%
-106.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.9% | -9.9% | +9.0% | +0.7% |
| 30D | +8.0% | -13.4% | +21.4% | +10.3% |
| 3M | +3.3% | -13.5% | +16.8% | +5.3% |
| 6M | +14.7% | -10.6% | +25.3% | +15.4% |
| YTD | +31.9% | +30.1% | +1.8% | +21.8% |
| 1Y | +37.1% | +22.3% | +14.8% | +28.0% |
| 3Y | +51.9% | +130.3% | -78.4% | +18.4% |
| 5Y | +39.3% | +144.5% | -105.2% | +2.3% |
| All | +39.3% | +145.3% | -106.0% | +2.3% |
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