+165.5%
YUM vs SU
+267.2%
-101.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -6.1% | +2.2% | -8.3% | -6.4% |
| 30D | -5.8% | +8.4% | -14.3% | -7.2% |
| 3M | -7.6% | +12.1% | -19.7% | -9.7% |
| 6M | -9.1% | +19.7% | -28.8% | -12.6% |
| YTD | -5.5% | +58.4% | -63.9% | -13.8% |
| 1Y | -3.7% | +67.2% | -70.9% | -13.1% |
| 3Y | +17.8% | +125.0% | -107.2% | -1.2% |
| 5Y | +19.3% | +355.1% | -335.8% | -17.3% |
| All | +165.5% | +267.2% | -101.7% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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