+17,597.1%
CPRT vs YUM
+4,103.6%
+13,493.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.9% |
| 7D | -0.4% | -4.0% | +3.6% | +0.8% |
| 30D | +8.2% | -0.1% | +8.4% | +8.1% |
| 3M | +2.3% | -4.3% | +6.6% | +3.3% |
| 6M | -14.7% | -8.7% | -6.0% | -12.8% |
| YTD | -18.2% | -3.1% | -15.1% | -17.9% |
| 1Y | -33.4% | +1.0% | -34.4% | -34.1% |
| 3Y | -28.3% | +21.0% | -49.3% | -33.4% |
| 5Y | -9.8% | +22.9% | -32.7% | -16.5% |
| 10Y | +412.4% | +177.6% | +234.8% | +281.1% |
| All | +17,597.1% | +4,103.6% | +13,493.5% | +7,784.1% |
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