+521.0%
LITE vs YUM
+5.7%
+515.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +3.3% |
| 7D | -1.5% | -2.0% | +0.5% | -2.7% |
| 30D | +6.7% | -1.1% | +7.7% | +4.9% |
| 3M | -6.8% | +1.8% | -8.5% | -5.0% |
| 6M | +29.4% | -4.7% | +34.2% | +27.9% |
| YTD | +139.1% | +0.6% | +138.5% | +146.6% |
| 1Y | +521.0% | +6.4% | +514.6% | +594.7% |
| All | +521.0% | +5.7% | +515.3% | +594.7% |
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