+40.2%
CVX vs UNP
+35.7%
+4.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +0.7% | -1.2% | +1.8% | +0.8% |
| 30D | +9.1% | -2.0% | +11.1% | +9.2% |
| 3M | +13.1% | +7.5% | +5.6% | +12.2% |
| 6M | +16.3% | +15.3% | +0.9% | +14.5% |
| YTD | +43.5% | +25.4% | +18.1% | +37.7% |
| 1Y | +40.2% | +35.6% | +4.5% | +34.4% |
| All | +40.2% | +35.7% | +4.4% | +34.4% |
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