+3,947.2%
YUM vs SYY
+1,731.4%
+2,215.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.5% |
| 7D | -6.1% | +3.9% | -10.0% | -7.5% |
| 30D | -5.8% | -1.7% | -4.1% | -5.3% |
| 3M | -7.6% | +5.2% | -12.8% | -9.4% |
| 6M | -9.1% | -0.2% | -9.0% | -9.8% |
| YTD | -5.5% | +15.4% | -20.9% | -11.4% |
| 1Y | -3.7% | +5.6% | -9.3% | -6.7% |
| 3Y | +17.8% | +28.9% | -11.1% | +4.8% |
| 5Y | +19.3% | +24.1% | -4.8% | +6.2% |
| 10Y | +170.7% | +116.2% | +54.5% | +78.2% |
| All | +3,947.2% | +1,731.4% | +2,215.8% | +1,211.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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