+17.7%
NXPI vs UNP
+51.4%
-33.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | +0.7% | -0.7% | +1.4% | +1.1% |
| 30D | -6.6% | -1.1% | -5.5% | -6.1% |
| 3M | -25.4% | +7.9% | -33.3% | -29.2% |
| 6M | +11.9% | +14.6% | -2.7% | +1.4% |
| YTD | +4.0% | +26.6% | -22.6% | -11.8% |
| 1Y | +1.0% | +35.6% | -34.5% | -18.0% |
| 3Y | +16.3% | +45.5% | -29.2% | -9.6% |
| 5Y | +17.7% | +50.0% | -32.3% | -9.4% |
| All | +17.7% | +51.4% | -33.7% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling