+3,621.5%
STX vs UNP
+271.6%
+3,349.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.8% | -1.4% |
| 7D | +9.6% | -1.7% | +11.3% | +10.5% |
| 30D | +10.6% | -2.1% | +12.7% | +11.6% |
| 3M | +4.8% | +5.4% | -0.7% | +1.4% |
| 6M | +137.3% | +13.4% | +123.9% | +119.7% |
| YTD | +222.5% | +25.0% | +197.5% | +182.6% |
| 1Y | +366.2% | +34.6% | +331.7% | +291.1% |
| 3Y | +1,352.9% | +43.6% | +1,309.3% | +1,063.2% |
| 5Y | +1,077.4% | +51.7% | +1,025.7% | +804.6% |
| 10Y | +3,621.5% | +282.5% | +3,339.0% | +1,633.2% |
| All | +3,621.5% | +271.6% | +3,349.9% | +1,633.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling