+21.3%
HPQ vs YUM
+15.9%
+5.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +5.9% | -0.1% | +6.3% |
| 7D | -7.8% | +10.8% | -18.5% | -6.9% |
| 30D | -4.9% | +21.4% | -26.3% | -2.6% |
| 3M | +4.9% | +13.2% | -8.3% | +6.6% |
| 6M | +47.1% | +8.8% | +38.3% | +49.2% |
| YTD | +39.5% | +11.5% | +28.0% | +40.5% |
| 1Y | +21.3% | +13.4% | +7.9% | +21.0% |
| All | +21.3% | +15.9% | +5.3% | +21.0% |
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 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