+282.5%
UNP vs CPB
-44.2%
+326.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.8% | -1.4% |
| 7D | -1.7% | -8.0% | +6.3% | -0.6% |
| 30D | -2.1% | -2.4% | +0.3% | -1.9% |
| 3M | +5.4% | +0.5% | +4.9% | +5.1% |
| 6M | +13.4% | -10.5% | +23.8% | +14.8% |
| YTD | +25.0% | -17.5% | +42.5% | +27.8% |
| 1Y | +34.6% | -31.0% | +65.6% | +41.1% |
| 3Y | +43.6% | -40.6% | +84.2% | +53.1% |
| 5Y | +51.7% | -37.7% | +89.5% | +60.4% |
| 10Y | +282.5% | -43.4% | +326.0% | +303.8% |
| All | +282.5% | -44.2% | +326.7% | +303.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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