+8.9%
CRCL vs YUM
+0.1%
+8.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | -0.4% |
| 7D | -11.2% | -6.1% | -5.2% | -13.3% |
| 30D | +27.1% | -5.8% | +32.9% | +24.0% |
| 3M | +9.6% | -7.6% | +17.3% | +6.4% |
| 6M | -19.7% | -9.1% | -10.5% | -21.9% |
| YTD | +14.2% | -5.5% | +19.8% | +12.1% |
| 1Y | -32.2% | -3.7% | -28.5% | -32.4% |
| All | +8.9% | +0.1% | +8.7% | +30.4% |
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 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