+13,271.7%
GOOGL vs YUM
+1,468.4%
+11,803.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -2.8% | -5.2% | +2.4% | -0.7% |
| 30D | -3.2% | -0.1% | -3.1% | -3.3% |
| 3M | -6.6% | -4.3% | -2.3% | -5.5% |
| 6M | +8.5% | -8.7% | +17.2% | +11.6% |
| YTD | +6.5% | -3.5% | +10.0% | +6.8% |
| 1Y | +39.4% | +0.5% | +39.0% | +36.7% |
| 3Y | +146.2% | +20.5% | +125.7% | +118.5% |
| 5Y | +138.3% | +21.8% | +116.5% | +109.9% |
| 10Y | +751.7% | +176.5% | +575.2% | +416.0% |
| All | +13,271.7% | +1,468.4% | +11,803.3% | +4,068.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling