+489.2%
VALE vs YUM
+171.3%
+317.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.7% |
| 7D | -0.3% | -6.1% | +5.8% | +2.9% |
| 30D | +8.6% | -5.8% | +14.5% | +11.8% |
| 3M | +2.0% | -7.6% | +9.6% | +5.5% |
| 6M | +2.1% | -9.1% | +11.3% | +6.1% |
| YTD | +20.2% | -5.5% | +25.7% | +22.0% |
| 1Y | +55.2% | -3.7% | +58.9% | +54.9% |
| 3Y | +45.9% | +17.8% | +28.1% | +28.1% |
| 5Y | +41.4% | +19.3% | +22.1% | +21.1% |
| All | +489.2% | +171.3% | +317.9% | +205.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling