+916.1%
WDC vs YUM
+19.0%
+897.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -2.2% |
| 7D | -4.3% | -6.1% | +1.8% | -2.2% |
| 30D | -1.5% | -5.8% | +4.3% | +0.3% |
| 3M | -15.5% | -7.6% | -7.9% | -13.8% |
| 6M | +66.5% | -9.1% | +75.6% | +70.7% |
| YTD | +159.9% | -5.5% | +165.4% | +161.9% |
| 1Y | +366.0% | -3.7% | +369.7% | +362.4% |
| 3Y | +1,285.8% | +17.8% | +1,268.0% | +1,074.8% |
| All | +916.1% | +19.0% | +897.1% | +727.2% |
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 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