+148,097.7%
AMZN vs YUM
+4,124.8%
+143,972.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.8% |
| 7D | -1.0% | -3.6% | +2.5% | +0.4% |
| 30D | -9.2% | +0.4% | -9.6% | -9.5% |
| 3M | +3.4% | -3.8% | +7.1% | +4.3% |
| 6M | +18.2% | -8.3% | +26.5% | +21.4% |
| YTD | +9.3% | -2.6% | +12.0% | +9.3% |
| 1Y | +5.9% | +1.5% | +4.4% | +3.5% |
| 3Y | +82.6% | +21.6% | +61.0% | +62.8% |
| 5Y | +44.9% | +23.5% | +21.4% | +28.8% |
| 10Y | +564.1% | +178.9% | +385.1% | +305.8% |
| All | +148,097.7% | +4,124.8% | +143,972.9% | +28,932.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling