+46.1%
GOOGL vs YUM
+5.7%
+40.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.2% |
| 7D | -2.3% | -2.0% | -0.3% | -2.5% |
| 30D | -6.6% | -1.1% | -5.5% | -6.6% |
| 3M | -9.0% | +1.8% | -10.8% | -8.9% |
| 6M | +11.8% | -4.7% | +16.5% | +11.8% |
| YTD | +8.3% | +0.6% | +7.7% | +9.8% |
| 1Y | +46.1% | +6.4% | +39.7% | +51.5% |
| All | +46.1% | +5.7% | +40.4% | +51.5% |
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