+19,324.7%
LRCX vs YUM
+4,087.9%
+15,236.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -5.3% |
| 7D | +1.8% | -5.2% | +7.0% | +4.3% |
| 30D | -4.3% | -0.1% | -4.2% | -4.5% |
| 3M | -7.3% | -4.3% | -3.0% | -6.3% |
| 6M | +38.6% | -8.7% | +47.3% | +42.6% |
| YTD | +74.4% | -3.5% | +77.9% | +74.8% |
| 1Y | +179.1% | +0.5% | +178.7% | +172.8% |
| 3Y | +357.7% | +20.5% | +337.2% | +308.0% |
| 5Y | +424.9% | +21.8% | +403.1% | +370.4% |
| 10Y | +3,642.4% | +176.5% | +3,465.9% | +2,292.8% |
| All | +19,324.7% | +4,087.9% | +15,236.9% | +5,301.3% |
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