+122,851.5%
AAPL vs UNP
+9,690.0%
+113,161.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.1% | -5.3% | +5.4% | +2.2% |
| 30D | +3.0% | -1.5% | +4.5% | +3.5% |
| 3M | +2.9% | +10.3% | -7.4% | -1.5% |
| 6M | +22.1% | +9.7% | +12.4% | +16.7% |
| YTD | +18.0% | +27.1% | -9.1% | +6.2% |
| 1Y | +33.9% | +32.6% | +1.4% | +18.3% |
| 3Y | +71.2% | +40.0% | +31.2% | +46.8% |
| 5Y | +112.6% | +50.8% | +61.8% | +75.1% |
| 10Y | +1,198.8% | +278.6% | +920.1% | +637.8% |
| All | +122,851.5% | +9,690.0% | +113,161.5% | +17,784.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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