+76,425.7%
STRL vs YUM
+4,229.6%
+72,196.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.4% |
| 7D | +10.1% | -1.7% | +11.8% | +10.6% |
| 30D | -8.2% | -0.8% | -7.4% | -8.2% |
| 3M | -43.7% | +1.5% | -45.1% | -44.3% |
| 6M | +27.1% | -6.1% | +33.2% | +28.0% |
| YTD | +64.0% | -0.2% | +64.2% | +62.2% |
| 1Y | +75.2% | +2.5% | +72.7% | +71.1% |
| 3Y | +539.9% | +24.6% | +515.3% | +483.7% |
| 5Y | +2,133.0% | +25.7% | +2,107.3% | +1,930.4% |
| 10Y | +7,178.3% | +179.7% | +6,998.6% | +5,281.6% |
| All | +76,425.7% | +4,229.6% | +72,196.1% | +60,091.3% |
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 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