+9,738.8%
UNP vs LNT
+3,444.2%
+6,294.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.0% |
| 3M | +2.0% | +5.4% | -3.4% | 0.0% |
| 6M | +15.4% | +3.1% | +12.3% | +13.9% |
| YTD | +32.7% | +16.5% | +16.2% | +25.1% |
| 1Y | +39.4% | +12.3% | +27.1% | +33.2% |
| 3Y | +54.3% | +70.3% | -16.0% | +25.1% |
| 5Y | +39.6% | +56.4% | -16.8% | +15.8% |
| 10Y | +288.9% | +184.3% | +104.6% | +154.3% |
| All | +9,738.8% | +3,444.2% | +6,294.6% | +2,891.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling