+115.2%
DOCN vs YUM
-5.4%
+120.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +2.0% |
| 7D | +1.1% | -2.0% | +3.2% | -0.4% |
| 30D | -9.6% | -1.1% | -8.5% | -10.8% |
| 3M | -37.7% | +1.8% | -39.5% | -34.7% |
| 6M | +115.2% | -4.7% | +120.0% | +109.0% |
| All | +115.2% | -5.4% | +120.6% | +109.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling