+4.9%
LIN vs UNP
+13.8%
-8.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.8% | 0.0% |
| 7D | +3.6% | -1.3% | +4.9% | +3.9% |
| 30D | +6.4% | +7.7% | -1.3% | +5.1% |
| 3M | +6.5% | +1.3% | +5.2% | +6.1% |
| 6M | +4.9% | +14.0% | -9.1% | +2.3% |
| All | +4.9% | +13.8% | -8.9% | +2.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling