-74.2%
OPEN vs YUM
+74.5%
-148.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +1.3% |
| 7D | -11.4% | -6.1% | -5.4% | -6.9% |
| 30D | -20.1% | -5.8% | -14.2% | -16.5% |
| 3M | -37.6% | -7.6% | -30.0% | -34.6% |
| 6M | -47.1% | -9.1% | -37.9% | -44.0% |
| YTD | -52.1% | -5.5% | -46.6% | -51.4% |
| 1Y | -73.5% | -3.7% | -69.8% | -74.1% |
| 3Y | -24.4% | +17.8% | -42.2% | -42.5% |
| 5Y | -85.1% | +19.3% | -104.4% | -89.1% |
| All | -74.2% | +74.5% | -148.7% | -84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling