+112.2%
USO vs YUM
-2.1%
+114.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -2.8% |
| 7D | +9.1% | -6.1% | +15.2% | +7.3% |
| 30D | +21.7% | -5.8% | +27.5% | +19.8% |
| 3M | +20.2% | -7.6% | +27.9% | +18.1% |
| 6M | +43.4% | -9.1% | +52.5% | +40.3% |
| YTD | +124.0% | -5.5% | +129.5% | +117.9% |
| 1Y | +112.2% | -3.7% | +115.9% | +108.3% |
| All | +112.2% | -2.1% | +114.3% | +108.3% |
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 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