+2,094.7%
NXPI vs UNP
+1,024.2%
+1,070.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.7% |
| 7D | +1.7% | -2.1% | +3.8% | +3.4% |
| 30D | +19.7% | +7.3% | +12.4% | +13.6% |
| 3M | +14.5% | +3.6% | +10.9% | +11.2% |
| 6M | -11.2% | +15.8% | -27.1% | -21.7% |
| YTD | +25.8% | +32.6% | -6.8% | -0.4% |
| 1Y | +35.2% | +37.2% | -2.0% | +4.3% |
| 3Y | +52.3% | +52.6% | -0.4% | +7.6% |
| 5Y | +34.8% | +40.6% | -5.7% | -1.4% |
| 10Y | +214.4% | +288.4% | -74.0% | -0.2% |
| All | +2,094.7% | +1,024.2% | +1,070.5% | +138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling