-44.1%
CHTR vs YUM
+9.8%
-53.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.7% |
| 7D | +15.5% | +7.5% | +8.0% | +12.9% |
| 30D | +15.9% | +18.8% | -2.9% | +10.8% |
| 3M | -17.8% | +9.6% | -27.4% | -19.6% |
| 6M | -20.5% | +9.0% | -29.5% | -22.2% |
| YTD | -39.7% | +11.4% | -51.1% | -41.5% |
| 1Y | -44.1% | +13.3% | -57.4% | -46.0% |
| All | -44.1% | +9.8% | -53.9% | -46.0% |
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