+5,561.2%
UNP vs RCL
+4,549.4%
+1,011.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -5.3% | -5.1% | -0.3% | -4.3% |
| 30D | -1.5% | -19.0% | +17.5% | +3.0% |
| 3M | +10.3% | -9.6% | +19.8% | +12.1% |
| 6M | +9.7% | -6.7% | +16.4% | +10.0% |
| YTD | +27.1% | -3.9% | +31.0% | +25.7% |
| 1Y | +32.6% | -25.1% | +57.7% | +37.9% |
| 3Y | +40.0% | +179.1% | -139.1% | +5.6% |
| 5Y | +50.8% | +243.3% | -192.5% | +2.0% |
| 10Y | +278.6% | +325.8% | -47.1% | +108.4% |
| All | +5,561.2% | +4,549.4% | +1,011.8% | +1,670.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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