+53.9%
DOCN vs YUM
+10.2%
+43.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.3% |
| 7D | -12.1% | +2.0% | -14.2% | -10.7% |
| 30D | -41.0% | +10.6% | -51.6% | -37.1% |
| 3M | -38.7% | +10.8% | -49.5% | -34.5% |
| 6M | -51.5% | +6.5% | -58.0% | -48.5% |
| YTD | +65.3% | +7.5% | +57.8% | +73.2% |
| 1Y | +53.9% | +10.2% | +43.7% | +64.9% |
| All | +53.9% | +10.2% | +43.7% | +64.9% |
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