+278.1%
UNP vs O
+55.6%
+222.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.7% |
| 7D | -1.7% | -2.3% | +0.5% | -0.8% |
| 30D | -2.1% | -2.4% | +0.3% | -1.1% |
| 3M | +5.4% | -0.6% | +6.0% | +5.7% |
| 6M | +13.4% | -5.0% | +18.4% | +15.7% |
| YTD | +25.0% | +10.4% | +14.6% | +19.9% |
| 1Y | +34.6% | +6.6% | +28.0% | +30.8% |
| 3Y | +43.6% | +28.4% | +15.2% | +28.0% |
| 5Y | +51.7% | +15.3% | +36.4% | +40.5% |
| All | +278.1% | +55.6% | +222.5% | +221.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling