+24.4%
LIN vs YUM
+9.4%
+15.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +0.4% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | +6.8% | +10.0% | -3.2% | +4.8% |
| 3M | +10.4% | +7.5% | +2.9% | +8.8% |
| 6M | +3.2% | +8.8% | -5.6% | +1.8% |
| YTD | +24.6% | +8.2% | +16.4% | +20.6% |
| 1Y | +24.4% | +9.8% | +14.6% | +18.5% |
| All | +24.4% | +9.4% | +15.0% | +18.5% |
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