+37.8%
LIN vs UNP
+50.1%
-12.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.8% | +0.3% |
| 7D | +3.6% | -1.3% | +4.9% | +4.0% |
| 30D | +6.4% | +7.7% | -1.3% | +4.1% |
| 3M | +6.5% | +1.3% | +5.2% | +6.0% |
| 6M | +4.9% | +14.0% | -9.1% | +0.4% |
| YTD | +23.4% | +30.8% | -7.3% | +12.9% |
| 1Y | +26.3% | +40.0% | -13.6% | +13.0% |
| All | +37.8% | +50.1% | -12.3% | +21.8% |
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