+21.9%
CCL vs UNP
+44.1%
-22.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.5% |
| 7D | +11.6% | +3.6% | +8.0% | +9.9% |
| 30D | +22.5% | +11.4% | +11.2% | +16.9% |
| 3M | +6.4% | +4.6% | +1.8% | +4.5% |
| 6M | +23.4% | +18.3% | +5.1% | +12.3% |
| YTD | +4.2% | +35.4% | -31.2% | -12.1% |
| 1Y | +21.9% | +42.6% | -20.7% | -5.2% |
| All | +21.9% | +44.1% | -22.2% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling