+282.5%
UNP vs CHRW
+170.5%
+112.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -1.7% | +4.1% | -5.8% | -2.9% |
| 30D | -2.1% | +1.9% | -4.0% | -2.8% |
| 3M | +5.4% | -21.2% | +26.6% | +12.5% |
| 6M | +13.4% | -16.7% | +30.0% | +18.0% |
| YTD | +25.0% | -5.4% | +30.3% | +23.4% |
| 1Y | +34.6% | +21.2% | +13.4% | +20.7% |
| 3Y | +43.6% | +86.5% | -42.8% | +5.9% |
| 5Y | +51.7% | +93.0% | -41.3% | +6.0% |
| 10Y | +282.5% | +174.5% | +108.0% | +114.3% |
| All | +282.5% | +170.5% | +112.0% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CHRW 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling