+74.5%
UBER vs YUM
+64.5%
+10.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.7% |
| 7D | -4.5% | -5.2% | +0.7% | -0.9% |
| 30D | -7.6% | -0.1% | -7.5% | -7.9% |
| 3M | +5.8% | -4.3% | +10.0% | +7.8% |
| 6M | +0.3% | -8.7% | +9.0% | +5.3% |
| YTD | -11.2% | -3.5% | -7.7% | -11.0% |
| 1Y | -23.0% | +0.5% | -23.4% | -26.0% |
| 3Y | +53.6% | +20.5% | +33.1% | +23.9% |
| 5Y | +81.9% | +21.8% | +60.1% | +45.6% |
| All | +74.5% | +64.5% | +10.0% | -12.2% |
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