+66.7%
PANW vs YUM
-2.1%
+68.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -3.1% |
| 7D | -0.8% | -6.1% | +5.3% | -3.2% |
| 30D | -14.6% | -5.8% | -8.7% | -16.5% |
| 3M | +18.3% | -7.6% | +25.9% | +14.9% |
| 6M | +100.5% | -9.1% | +109.6% | +94.0% |
| YTD | +79.5% | -5.5% | +85.0% | +75.1% |
| 1Y | +66.7% | -3.7% | +70.4% | +66.3% |
| All | +66.7% | -2.1% | +68.8% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling