+165.5%
YUM vs CPB
-45.3%
+210.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | -6.1% | -1.8% | -4.3% | -5.9% |
| 30D | -5.8% | -7.1% | +1.3% | -5.0% |
| 3M | -7.6% | -6.0% | -1.6% | -7.1% |
| 6M | -9.1% | -5.3% | -3.9% | -8.8% |
| YTD | -5.5% | -20.8% | +15.3% | -3.2% |
| 1Y | -3.7% | -33.8% | +30.1% | +0.9% |
| 3Y | +17.8% | -43.7% | +61.5% | +25.3% |
| 5Y | +19.3% | -40.7% | +60.0% | +26.2% |
| All | +165.5% | -45.3% | +210.8% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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