+22.9%
YUM vs LII
+21.2%
+1.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.5% |
| 7D | -4.0% | +0.5% | -4.5% | -4.1% |
| 30D | -0.1% | -11.2% | +11.1% | +2.0% |
| 3M | -4.3% | -28.8% | +24.5% | +1.0% |
| 6M | -8.7% | -26.9% | +18.2% | -4.7% |
| YTD | -3.1% | -22.2% | +19.1% | -0.4% |
| 1Y | +1.0% | -32.0% | +33.0% | +6.6% |
| 3Y | +21.0% | -0.4% | +21.4% | +12.3% |
| 5Y | +22.9% | +22.4% | +0.4% | +6.2% |
| All | +22.9% | +21.2% | +1.7% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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