+641.2%
INTC vs YUM
+4,087.9%
-3,446.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.3% |
| 7D | +9.4% | -5.2% | +14.6% | +11.4% |
| 30D | +2.7% | -0.1% | +2.8% | +2.4% |
| 3M | -6.3% | -4.3% | -2.0% | -5.5% |
| 6M | +114.5% | -8.7% | +123.2% | +118.8% |
| YTD | +171.9% | -3.5% | +175.4% | +171.2% |
| 1Y | +305.0% | +0.5% | +304.6% | +294.9% |
| 3Y | +168.3% | +20.5% | +147.8% | +144.1% |
| 5Y | +102.3% | +21.8% | +80.5% | +83.2% |
| 10Y | +249.4% | +176.5% | +72.9% | +134.9% |
| All | +641.2% | +4,087.9% | -3,446.7% | +130.1% |
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