+1,542.5%
WDC vs YUM
+4,124.8%
-2,582.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.5% | +2.2% |
| 7D | +7.5% | -3.6% | +11.0% | +9.2% |
| 30D | +10.1% | +0.4% | +9.7% | +9.4% |
| 3M | -6.8% | -3.8% | -3.0% | -6.1% |
| 6M | +84.1% | -8.3% | +92.4% | +88.8% |
| YTD | +180.3% | -2.6% | +182.9% | +179.5% |
| 1Y | +411.1% | +1.5% | +409.6% | +394.8% |
| 3Y | +1,375.0% | +21.6% | +1,353.4% | +1,187.8% |
| 5Y | +991.6% | +23.5% | +968.1% | +845.7% |
| 10Y | +1,309.1% | +178.9% | +1,130.1% | +752.2% |
| All | +1,542.5% | +4,124.8% | -2,582.3% | +225.2% |
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