+280.3%
DOCN vs YUM
+5.3%
+275.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.8% | +13.4% | +12.2% |
| 7D | +16.3% | -1.7% | +18.0% | +15.3% |
| 30D | +2.0% | -0.8% | +2.9% | +1.6% |
| 3M | -25.2% | +1.5% | -26.6% | -23.8% |
| 6M | +132.7% | -6.1% | +138.8% | +128.4% |
| YTD | +163.3% | -0.2% | +163.5% | +165.0% |
| 1Y | +280.3% | +2.5% | +277.9% | +303.0% |
| All | +280.3% | +5.3% | +275.0% | +303.0% |
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