+51.5%
DOCN vs YUM
+10.7%
+40.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.2% | +8.2% | +7.9% |
| 7D | -12.8% | +2.1% | -14.9% | -11.3% |
| 30D | -41.9% | +11.1% | -53.0% | -37.9% |
| 3M | -36.9% | +7.3% | -44.2% | -33.8% |
| 6M | -52.2% | +6.9% | -59.2% | -49.2% |
| YTD | +62.7% | +7.9% | +54.8% | +71.0% |
| All | +51.5% | +10.7% | +40.8% | +62.8% |
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