+2,275.9%
PAYX vs YUM
+4,000.0%
-1,724.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.3% |
| 7D | -4.9% | -6.1% | +1.2% | -2.8% |
| 30D | -3.8% | -5.8% | +2.0% | -1.8% |
| 3M | +17.9% | -7.6% | +25.5% | +20.8% |
| 6M | +26.1% | -9.1% | +35.2% | +29.6% |
| YTD | +6.7% | -5.5% | +12.3% | +8.0% |
| 1Y | -10.7% | -3.7% | -7.0% | -10.5% |
| 3Y | +7.0% | +17.8% | -10.8% | -1.1% |
| 5Y | +22.6% | +19.3% | +3.3% | +12.6% |
| 10Y | +166.5% | +170.7% | -4.2% | +86.5% |
| All | +2,275.9% | +4,000.0% | -1,724.1% | +715.9% |
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