+160.3%
EBAY vs YUM
+17.9%
+142.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.2% |
| 7D | +4.2% | -6.1% | +10.3% | +6.2% |
| 30D | +5.6% | -5.8% | +11.5% | +7.6% |
| 3M | -1.4% | -7.6% | +6.2% | +0.9% |
| 6M | +18.2% | -9.1% | +27.4% | +21.3% |
| YTD | +24.8% | -5.5% | +30.4% | +26.2% |
| 1Y | +18.0% | -3.7% | +21.7% | +18.2% |
| 3Y | +160.3% | +17.8% | +142.5% | +132.6% |
| All | +160.3% | +17.9% | +142.4% | +132.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling