+1,325.8%
CRWD vs UNP
+95.3%
+1,230.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -3.0% | -1.8% | -1.2% | -2.4% |
| 30D | -6.8% | -2.7% | -4.1% | -6.0% |
| 3M | +19.6% | +6.5% | +13.1% | +16.5% |
| 6M | +87.1% | +14.4% | +72.7% | +75.8% |
| YTD | +76.4% | +24.8% | +51.6% | +59.1% |
| 1Y | +90.8% | +34.4% | +56.4% | +66.5% |
| 3Y | +380.0% | +43.6% | +336.4% | +299.1% |
| 5Y | +215.6% | +53.2% | +162.4% | +154.8% |
| All | +1,325.8% | +95.3% | +1,230.5% | +877.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling