+20.0%
YUM vs BB
-26.5%
+46.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.2% |
| 7D | -6.1% | -0.4% | -5.7% | -6.0% |
| 30D | -5.8% | -12.5% | +6.7% | -5.1% |
| 3M | -7.6% | -17.4% | +9.8% | -6.9% |
| 6M | -9.1% | +119.1% | -128.3% | -15.9% |
| YTD | -5.5% | +102.4% | -107.9% | -12.1% |
| 1Y | -3.7% | +98.2% | -101.9% | -10.6% |
| 3Y | +17.8% | +46.9% | -29.1% | +10.1% |
| All | +20.0% | -26.5% | +46.5% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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