+123.8%
STX vs YUM
+15.9%
+107.9%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.9% | -14.1% | -6.9% |
| 7D | -20.2% | +10.8% | -30.9% | -18.7% |
| 30D | -37.2% | +21.4% | -58.6% | -35.6% |
| 3M | -34.1% | +13.2% | -47.2% | -32.8% |
| 6M | -24.5% | +8.8% | -33.2% | -22.6% |
| YTD | +102.9% | +11.5% | +91.4% | +118.0% |
| 1Y | +123.8% | +13.4% | +110.4% | +141.7% |
| All | +123.8% | +15.9% | +107.9% | +141.7% |
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