-39.3%
NFLX vs YUM
+15.9%
-55.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.9% | -1.2% | +3.2% |
| 7D | +7.1% | +10.8% | -3.7% | +4.6% |
| 30D | -1.6% | +21.4% | -23.1% | -5.6% |
| 3M | -9.8% | +13.2% | -22.9% | -12.3% |
| 6M | -27.1% | +8.8% | -35.8% | -28.8% |
| YTD | -29.2% | +11.5% | -40.7% | -30.3% |
| 1Y | -39.3% | +13.4% | -52.6% | -40.9% |
| All | -39.3% | +15.9% | -55.2% | -40.9% |
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