+289.3%
INTC vs YUM
+5.7%
+283.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.0% |
| 7D | +7.1% | -2.0% | +9.1% | +6.1% |
| 30D | -5.2% | -1.1% | -4.1% | -5.8% |
| 3M | -14.3% | +1.8% | -16.1% | -12.8% |
| 6M | +110.2% | -4.7% | +114.9% | +107.4% |
| YTD | +159.6% | +0.6% | +159.0% | +167.1% |
| 1Y | +289.3% | +6.4% | +282.9% | +341.6% |
| All | +289.3% | +5.7% | +283.6% | +341.6% |
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 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