-85.1%
OPEN vs YUM
+21.6%
-106.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -5.9% |
| 7D | -10.5% | -5.2% | -5.3% | -6.1% |
| 30D | -21.8% | -0.1% | -21.7% | -22.3% |
| 3M | -37.5% | -4.3% | -33.2% | -36.4% |
| 6M | -44.1% | -8.7% | -35.4% | -40.7% |
| YTD | -52.0% | -3.5% | -48.5% | -52.3% |
| 1Y | -52.2% | +0.5% | -52.7% | -55.5% |
| 3Y | -25.9% | +20.5% | -46.4% | -50.8% |
| 5Y | -85.1% | +21.8% | -106.9% | -91.1% |
| All | -85.1% | +21.6% | -106.7% | -91.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling