+40.2%
UNP vs LNT
+55.9%
-15.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +4.2% | +1.0% | +3.2% | +3.8% |
| 30D | +5.6% | +9.6% | -4.0% | +1.7% |
| 3M | +2.0% | +5.4% | -3.4% | -0.2% |
| 6M | +15.4% | +3.1% | +12.3% | +13.8% |
| YTD | +32.7% | +16.5% | +16.2% | +24.4% |
| 1Y | +39.4% | +12.3% | +27.1% | +32.6% |
| 3Y | +54.3% | +70.3% | -16.0% | +21.5% |
| All | +40.2% | +55.9% | -15.7% | +14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling