+39.4%
UNP vs CORZ
-9.6%
+49.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.6% |
| 7D | +4.2% | +23.5% | -19.2% | +4.7% |
| 30D | +5.6% | +7.5% | -1.9% | +5.8% |
| 3M | +2.0% | -26.6% | +28.6% | +1.5% |
| 6M | +15.4% | -39.5% | +54.9% | +14.3% |
| YTD | +32.7% | -0.3% | +33.0% | +30.7% |
| 1Y | +39.4% | -4.2% | +43.7% | +38.0% |
| All | +39.4% | -9.6% | +49.1% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 1y: compounded portfolio wealth divided by compounded CORZ 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…
1y analysis · Full analysis span regression · 6 months rolling