+24.8%
UNP vs CORZ
+225.9%
-201.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.2% |
| 7D | -1.7% | +7.6% | -9.3% | -1.9% |
| 30D | -2.1% | -6.9% | +4.8% | -2.0% |
| 3M | +5.4% | -33.0% | +38.5% | +6.3% |
| 6M | +13.4% | +19.3% | -5.9% | +12.0% |
| YTD | +25.0% | +24.2% | +0.7% | +23.0% |
| 1Y | +34.6% | +24.5% | +10.1% | +32.0% |
| All | +24.8% | +225.9% | -201.1% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling