+1,009.8%
LITE vs YUM
+26.6%
+983.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.8% | +11.8% | +11.2% |
| 7D | +12.6% | -1.7% | +14.3% | +12.9% |
| 30D | +9.9% | -0.8% | +10.8% | +9.9% |
| 3M | +9.3% | +1.5% | +7.8% | +8.0% |
| 6M | +75.2% | -6.1% | +81.3% | +76.3% |
| YTD | +165.5% | -0.2% | +165.7% | +160.4% |
| 1Y | +555.0% | +2.5% | +552.5% | +531.9% |
| 3Y | +1,870.5% | +24.6% | +1,845.9% | +1,557.6% |
| 5Y | +1,009.8% | +25.7% | +984.2% | +785.4% |
| All | +1,009.8% | +26.6% | +983.2% | +785.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling