+79.4%
AMZN vs YUM
+17.9%
+61.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.1% |
| 7D | -0.7% | -6.1% | +5.4% | -0.1% |
| 30D | -3.9% | -5.8% | +1.9% | -3.3% |
| 3M | +6.3% | -7.6% | +13.9% | +7.0% |
| 6M | +20.8% | -9.1% | +29.9% | +21.8% |
| YTD | +11.2% | -5.5% | +16.8% | +11.5% |
| 1Y | +11.7% | -3.7% | +15.4% | +11.7% |
| 3Y | +79.4% | +17.8% | +61.6% | +68.3% |
| All | +79.4% | +17.9% | +61.6% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 3y: compounded portfolio wealth divided by compounded YUM 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…
3y analysis · Full analysis span regression · 6 months rolling