+282.5%
UNP vs STZ
-13.0%
+295.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | -1.7% | -6.0% | +4.3% | +0.3% |
| 30D | -2.1% | -8.9% | +6.8% | +0.8% |
| 3M | +5.4% | -12.6% | +18.0% | +9.8% |
| 6M | +13.4% | -17.2% | +30.6% | +19.9% |
| YTD | +25.0% | -10.0% | +35.0% | +27.7% |
| 1Y | +34.6% | -14.3% | +48.9% | +39.4% |
| 3Y | +43.6% | -49.9% | +93.5% | +77.9% |
| 5Y | +51.7% | -38.2% | +90.0% | +70.7% |
| 10Y | +282.5% | -12.0% | +294.5% | +276.0% |
| All | +282.5% | -13.0% | +295.6% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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