+6,305.8%
UNP vs O
+5,387.7%
+918.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -5.3% | -0.7% | -4.6% | -5.1% |
| 30D | -1.5% | -1.9% | +0.3% | -0.9% |
| 3M | +10.3% | +3.8% | +6.4% | +8.7% |
| 6M | +9.7% | -4.7% | +14.4% | +11.6% |
| YTD | +27.1% | +12.5% | +14.6% | +21.6% |
| 1Y | +32.6% | +10.8% | +21.7% | +27.4% |
| 3Y | +40.0% | +28.8% | +11.2% | +26.1% |
| 5Y | +50.8% | +13.2% | +37.6% | +41.8% |
| 10Y | +278.6% | +53.5% | +225.2% | +203.9% |
| All | +6,305.8% | +5,387.7% | +918.1% | +2,038.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling