+431.5%
LIN vs YUM
+215.4%
+216.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +0.1% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +6.8% | +10.0% | -3.2% | +1.8% |
| 3M | +10.4% | +7.5% | +2.9% | +6.1% |
| 6M | +3.2% | +8.8% | -5.6% | -1.8% |
| YTD | +24.6% | +8.2% | +16.4% | +18.2% |
| 1Y | +24.4% | +9.8% | +14.6% | +17.0% |
| 3Y | +36.7% | +36.4% | +0.3% | +12.6% |
| 5Y | +67.0% | +41.7% | +25.3% | +33.7% |
| All | +431.5% | +215.4% | +216.0% | +192.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling