+3,237.4%
UNP vs WCC
+1,591.1%
+1,646.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | +14.2% | -12.1% | -1.2% |
| 30D | +7.7% | -9.8% | +17.6% | +9.7% |
| 3M | +4.0% | -10.1% | +14.2% | +5.6% |
| 6M | +15.7% | -9.4% | +25.1% | +16.1% |
| YTD | +33.5% | +34.4% | -0.9% | +20.4% |
| 1Y | +38.9% | +23.3% | +15.7% | +27.8% |
| 3Y | +53.7% | +137.9% | -84.3% | +14.1% |
| 5Y | +40.4% | +144.0% | -103.5% | -0.9% |
| 10Y | +291.1% | +442.5% | -151.3% | +105.9% |
| All | +3,237.4% | +1,591.1% | +1,646.3% | +1,137.4% |
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