+55.9%
SOXL vs YUM
+15.9%
+40.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.9% | -14.7% | -2.8% |
| 7D | -37.9% | +10.8% | -48.6% | -30.6% |
| 30D | -59.4% | +21.4% | -80.8% | -50.7% |
| 3M | -52.3% | +13.2% | -65.5% | -44.6% |
| 6M | -47.7% | +8.8% | -56.5% | -39.0% |
| YTD | +58.8% | +11.5% | +47.2% | +99.9% |
| 1Y | +55.9% | +13.4% | +42.5% | +104.7% |
| All | +55.9% | +15.9% | +40.0% | +104.7% |
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