-32.2%
CRCL vs UNP
+35.2%
-67.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.1% |
| 7D | -11.2% | -1.8% | -9.4% | -12.0% |
| 30D | +27.1% | -2.7% | +29.8% | +25.2% |
| 3M | +9.6% | +6.5% | +3.1% | +13.8% |
| 6M | -19.7% | +14.4% | -34.1% | -14.8% |
| YTD | +14.2% | +24.8% | -10.6% | +20.3% |
| 1Y | -32.2% | +34.4% | -66.7% | -27.5% |
| All | -32.2% | +35.2% | -67.4% | -27.5% |
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