+43.8%
UNP vs LNT
+48.2%
-4.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -2.1% | -0.5% | -1.6% | -2.0% |
| 3M | +5.4% | -5.5% | +11.0% | +7.5% |
| 6M | +13.4% | -3.8% | +17.2% | +14.9% |
| YTD | +25.0% | +6.8% | +18.1% | +22.2% |
| 1Y | +34.6% | +9.3% | +25.3% | +30.4% |
| All | +43.8% | +48.2% | -4.5% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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