+52.6%
XOM vs UNP
+44.1%
+8.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.3% | -4.8% |
| 7D | -7.0% | +3.6% | -10.6% | -7.3% |
| 30D | +3.2% | +11.4% | -8.1% | +1.9% |
| 3M | +10.7% | +4.6% | +6.1% | +9.8% |
| 6M | +11.6% | +18.3% | -6.7% | +8.9% |
| YTD | +43.5% | +35.4% | +8.1% | +33.2% |
| 1Y | +52.6% | +42.6% | +10.0% | +38.9% |
| All | +52.6% | +44.1% | +8.5% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 1y: compounded portfolio wealth divided by compounded UNP 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…
1y analysis · Full analysis span regression · 6 months rolling