+35.9%
UNP vs EXPD
+35.2%
+0.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.4% | -2.2% |
| 7D | -4.6% | -7.2% | +2.6% | -3.3% |
| 30D | +5.6% | -3.3% | +8.9% | +6.3% |
| 3M | -1.3% | +3.4% | -4.7% | -1.9% |
| 6M | +9.2% | +22.7% | -13.5% | +6.3% |
| YTD | +27.3% | +24.5% | +2.8% | +21.7% |
| 1Y | +35.9% | +38.6% | -2.7% | +24.8% |
| All | +35.9% | +35.2% | +0.7% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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