+48.5%
AMZN vs YUM
+19.0%
+29.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.7% |
| 7D | -0.7% | -6.1% | +5.4% | +1.7% |
| 30D | -3.9% | -5.8% | +1.9% | -1.8% |
| 3M | +6.3% | -7.6% | +13.9% | +8.9% |
| 6M | +20.8% | -9.1% | +29.9% | +24.3% |
| YTD | +11.2% | -5.5% | +16.8% | +12.1% |
| 1Y | +11.7% | -3.7% | +15.4% | +10.9% |
| 3Y | +79.4% | +17.8% | +61.6% | +50.1% |
| All | +48.5% | +19.0% | +29.6% | +15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling