+282.5%
UNP vs ROL
+205.3%
+77.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.9% |
| 7D | -1.7% | -3.3% | +1.6% | -0.6% |
| 30D | -2.1% | -7.2% | +5.1% | +0.4% |
| 3M | +5.4% | -27.0% | +32.4% | +17.2% |
| 6M | +13.4% | -39.5% | +52.9% | +34.8% |
| YTD | +25.0% | -41.8% | +66.8% | +50.0% |
| 1Y | +34.6% | -38.9% | +73.4% | +58.2% |
| 3Y | +43.6% | -0.4% | +44.0% | +37.7% |
| 5Y | +51.7% | -4.2% | +55.9% | +44.4% |
| 10Y | +282.5% | +208.2% | +74.3% | +128.4% |
| All | +282.5% | +205.3% | +77.2% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ROL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling