+2,614.7%
LITE vs YUM
+174.3%
+2,440.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.9% |
| 7D | +13.6% | -3.6% | +17.2% | +14.9% |
| 30D | +21.6% | +0.4% | +21.2% | +21.1% |
| 3M | +20.3% | -3.8% | +24.1% | +20.9% |
| 6M | +54.4% | -8.3% | +62.6% | +56.8% |
| YTD | +168.3% | -2.6% | +171.0% | +164.9% |
| 1Y | +551.8% | +1.5% | +550.3% | +526.1% |
| 3Y | +1,891.5% | +21.6% | +1,869.9% | +1,623.2% |
| 5Y | +1,014.7% | +23.5% | +991.2% | +846.2% |
| 10Y | +2,614.7% | +178.9% | +2,435.8% | +1,456.5% |
| All | +2,614.7% | +174.3% | +2,440.4% | +1,456.5% |
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 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