+20,496.8%
ORLY vs YUM
+4,000.0%
+16,496.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.1% |
| 7D | -2.4% | -6.1% | +3.7% | -0.2% |
| 30D | -6.8% | -5.8% | -0.9% | -4.9% |
| 3M | -4.8% | -7.6% | +2.9% | -2.4% |
| 6M | -9.1% | -9.1% | +0.1% | -6.3% |
| YTD | -5.9% | -5.5% | -0.4% | -4.6% |
| 1Y | -20.4% | -3.7% | -16.7% | -20.0% |
| 3Y | +36.6% | +17.8% | +18.8% | +26.2% |
| 5Y | +117.3% | +19.3% | +98.1% | +98.6% |
| 10Y | +362.7% | +170.7% | +192.0% | +209.9% |
| All | +20,496.8% | +4,000.0% | +16,496.8% | +6,160.2% |
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 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