+21.9%
CCL vs YUM
+15.9%
+5.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.9% | +1.3% | +4.2% |
| 7D | +11.6% | +10.8% | +0.9% | +6.2% |
| 30D | +22.5% | +21.4% | +1.1% | +11.8% |
| 3M | +6.4% | +13.2% | -6.8% | +0.1% |
| 6M | +23.4% | +8.8% | +14.6% | +17.7% |
| YTD | +4.2% | +11.5% | -7.3% | -1.8% |
| 1Y | +21.9% | +13.4% | +8.5% | +12.4% |
| All | +21.9% | +15.9% | +5.9% | +12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling