+10,239.8%
RTX vs UNP
+10,061.8%
+178.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.5% |
| 7D | -1.7% | -0.9% | -0.8% | -1.3% |
| 30D | +7.7% | +8.0% | -0.3% | +4.0% |
| 3M | -10.3% | +3.3% | -13.7% | -11.8% |
| 6M | +14.6% | +14.7% | -0.1% | +7.1% |
| YTD | +10.4% | +31.9% | -21.5% | -3.6% |
| 1Y | +13.5% | +37.1% | -23.6% | -2.7% |
| 3Y | +158.6% | +51.9% | +106.7% | +108.1% |
| 5Y | +147.3% | +39.3% | +107.9% | +102.2% |
| 10Y | +268.6% | +284.1% | -15.4% | +92.7% |
| All | +10,239.8% | +10,061.8% | +178.0% | +1,322.0% |
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