+3,198.1%
UNP vs WCC
+1,536.7%
+1,661.4%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -0.9% | -9.9% | +9.0% | +1.3% |
| 30D | +8.0% | -13.4% | +21.4% | +11.1% |
| 3M | +3.3% | -13.5% | +16.8% | +5.9% |
| 6M | +14.7% | -10.6% | +25.3% | +15.5% |
| YTD | +31.9% | +30.1% | +1.8% | +19.9% |
| 1Y | +37.1% | +22.3% | +14.8% | +26.3% |
| 3Y | +51.9% | +130.3% | -78.4% | +13.7% |
| 5Y | +39.3% | +144.5% | -105.2% | -1.8% |
| 10Y | +284.1% | +431.8% | -147.7% | +103.2% |
| All | +3,198.1% | +1,536.7% | +1,661.4% | +1,132.8% |
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