+95.2%
CNC vs YUM
+171.3%
-76.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.5% |
| 7D | -0.9% | -6.1% | +5.1% | +1.8% |
| 30D | -1.0% | -5.8% | +4.9% | +1.5% |
| 3M | +4.5% | -7.6% | +12.2% | +7.5% |
| 6M | +85.2% | -9.1% | +94.4% | +91.1% |
| YTD | +61.4% | -5.5% | +66.9% | +63.1% |
| 1Y | +94.9% | -3.7% | +98.6% | +94.8% |
| 3Y | 0.0% | +17.8% | -17.8% | -10.4% |
| 5Y | +11.2% | +19.3% | -8.1% | -2.3% |
| All | +95.2% | +171.3% | -76.1% | +11.3% |
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