+36.7%
LIN vs UNP
+53.1%
-16.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | +2.1% | +4.2% | -2.1% | +0.9% |
| 30D | +6.8% | +5.6% | +1.2% | +5.1% |
| 3M | +10.4% | +2.0% | +8.3% | +9.6% |
| 6M | +3.2% | +15.4% | -12.2% | -1.5% |
| YTD | +24.6% | +32.7% | -8.1% | +13.5% |
| 1Y | +24.4% | +39.4% | -15.0% | +11.5% |
| 3Y | +36.7% | +54.3% | -17.6% | +21.5% |
| All | +36.7% | +53.1% | -16.3% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling