+78.9%
UBER vs YUM
+19.0%
+59.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | +0.1% |
| 7D | -5.4% | -6.1% | +0.7% | -1.6% |
| 30D | -4.9% | -5.8% | +0.9% | -1.3% |
| 3M | +3.0% | -7.6% | +10.7% | +7.3% |
| 6M | -4.4% | -9.1% | +4.7% | +0.4% |
| YTD | -12.3% | -5.5% | -6.8% | -11.1% |
| 1Y | -24.3% | -3.7% | -20.6% | -25.1% |
| 3Y | +46.4% | +17.8% | +28.6% | +14.9% |
| All | +78.9% | +19.0% | +59.9% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling