+96.9%
PSX vs YUM
+15.9%
+81.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.9% | -10.4% | -3.1% |
| 7D | -5.2% | +10.8% | -15.9% | -2.9% |
| 30D | -3.7% | +21.4% | -25.2% | +0.4% |
| 3M | +26.8% | +13.2% | +13.6% | +30.7% |
| 6M | +47.3% | +8.8% | +38.5% | +51.3% |
| YTD | +105.4% | +11.5% | +93.9% | +104.7% |
| 1Y | +96.9% | +13.4% | +83.6% | +96.8% |
| All | +96.9% | +15.9% | +81.0% | +96.8% |
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