+27.0%
UNP vs CORZ
+222.3%
-195.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -5.3% | +8.4% | -13.7% | -5.5% |
| 30D | -1.5% | -17.8% | +16.3% | -1.1% |
| 3M | +10.3% | -35.9% | +46.2% | +11.3% |
| 6M | +9.7% | +12.9% | -3.3% | +8.5% |
| YTD | +27.1% | +22.9% | +4.2% | +25.1% |
| 1Y | +32.6% | +31.4% | +1.2% | +29.7% |
| All | +27.0% | +222.3% | -195.4% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling