+73.8%
NFLX vs YUM
+17.9%
+55.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.1% |
| 7D | -1.1% | -6.1% | +5.0% | -0.2% |
| 30D | +4.3% | -5.8% | +10.1% | +5.2% |
| 3M | -4.8% | -7.6% | +2.9% | -3.7% |
| 6M | -18.4% | -9.1% | -9.3% | -17.4% |
| YTD | -17.4% | -5.5% | -11.9% | -16.9% |
| 1Y | -35.7% | -3.7% | -32.0% | -35.4% |
| 3Y | +73.8% | +17.8% | +56.0% | +68.2% |
| All | +73.8% | +17.9% | +55.9% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling