+9,339.3%
UNP vs CASY
+33,031.0%
-23,691.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -4.6% | +1.1% | -5.6% | -4.8% |
| 30D | +5.6% | +8.7% | -3.1% | +3.8% |
| 3M | -1.3% | -17.3% | +16.0% | +2.2% |
| 6M | +9.2% | -19.7% | +29.0% | +12.9% |
| YTD | +27.3% | +24.8% | +2.5% | +19.6% |
| 1Y | +35.9% | +31.9% | +4.0% | +26.1% |
| 3Y | +45.5% | +155.4% | -109.9% | +15.6% |
| 5Y | +36.0% | +250.6% | -214.6% | +0.1% |
| 10Y | +307.2% | +556.8% | -249.6% | +158.6% |
| All | +9,339.3% | +33,031.0% | -23,691.8% | +3,195.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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