+1,044.2%
CDNS vs YUM
+171.3%
+872.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.6% | +2.6% |
| 7D | -1.1% | -6.1% | +4.9% | +1.9% |
| 30D | -10.4% | -5.8% | -4.6% | -8.1% |
| 3M | -24.6% | -7.6% | -17.0% | -22.2% |
| 6M | -1.6% | -9.1% | +7.5% | +1.7% |
| YTD | -7.4% | -5.5% | -1.9% | -6.7% |
| 1Y | -18.4% | -3.7% | -14.7% | -19.3% |
| 3Y | +19.0% | +17.8% | +1.2% | +2.5% |
| 5Y | +73.4% | +19.3% | +54.1% | +47.7% |
| All | +1,044.2% | +171.3% | +872.9% | +534.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling