+5,083.9%
LITE vs YUM
+188.4%
+4,895.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.4% |
| 7D | -1.5% | -2.0% | +0.5% | -0.9% |
| 30D | +6.7% | -1.1% | +7.7% | +6.9% |
| 3M | -6.8% | +1.8% | -8.5% | -8.1% |
| 6M | +29.4% | -4.7% | +34.2% | +29.8% |
| YTD | +139.1% | +0.6% | +138.5% | +134.3% |
| 1Y | +521.0% | +6.4% | +514.6% | +490.4% |
| 3Y | +1,535.3% | +22.6% | +1,512.7% | +1,346.0% |
| 5Y | +889.8% | +26.0% | +863.9% | +757.6% |
| 10Y | +2,400.7% | +174.6% | +2,226.1% | +1,571.7% |
| All | +5,083.9% | +188.4% | +4,895.5% | +3,376.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling