-71.6%
OPEN vs YUM
+84.3%
-155.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -1.9% |
| 7D | +1.0% | -1.7% | +2.6% | +2.3% |
| 30D | -11.9% | -0.8% | -11.1% | -11.9% |
| 3M | -28.8% | +1.5% | -30.2% | -31.0% |
| 6M | -38.6% | -6.1% | -32.5% | -36.7% |
| YTD | -47.3% | -0.2% | -47.1% | -48.8% |
| 1Y | -49.2% | +2.5% | -51.6% | -52.5% |
| 3Y | -18.8% | +24.6% | -43.4% | -41.0% |
| 5Y | -83.6% | +25.7% | -109.3% | -88.5% |
| All | -71.6% | +84.3% | -155.9% | -83.5% |
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