+25.3%
UNP vs CORZ
+213.0%
-187.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.3% | +0.5% |
| 7D | -1.2% | -3.0% | +1.8% | -1.1% |
| 30D | -2.0% | -12.1% | +10.1% | -1.7% |
| 3M | +7.5% | -32.4% | +39.9% | +8.4% |
| 6M | +15.3% | +12.4% | +3.0% | +14.1% |
| YTD | +25.4% | +19.3% | +6.1% | +23.5% |
| 1Y | +35.6% | +8.6% | +27.0% | +33.6% |
| All | +25.3% | +213.0% | -187.7% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling