+3,077.4%
UNP vs WCC
+1,713.7%
+1,363.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -0.8% |
| 7D | -5.3% | +4.5% | -9.8% | -6.4% |
| 30D | -1.5% | -5.8% | +4.2% | -0.3% |
| 3M | +10.3% | -3.7% | +13.9% | +10.3% |
| 6M | +9.7% | +23.1% | -13.4% | +2.5% |
| YTD | +27.1% | +44.2% | -17.1% | +13.7% |
| 1Y | +32.6% | +62.1% | -29.5% | +14.5% |
| 3Y | +40.0% | +121.1% | -81.1% | +6.7% |
| 5Y | +50.8% | +214.0% | -163.1% | +0.6% |
| 10Y | +278.6% | +472.8% | -194.2% | +98.2% |
| All | +3,077.4% | +1,713.7% | +1,363.7% | +1,069.4% |
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