+165.5%
YUM vs WCN
+235.9%
-70.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -6.1% | -3.1% | -2.9% | -4.7% |
| 30D | -5.8% | -3.4% | -2.4% | -4.3% |
| 3M | -7.6% | +3.0% | -10.6% | -9.2% |
| 6M | -9.1% | -3.8% | -5.4% | -8.1% |
| YTD | -5.5% | -8.3% | +2.8% | -2.7% |
| 1Y | -3.7% | -9.7% | +6.0% | -0.1% |
| 3Y | +17.8% | +17.2% | +0.6% | +5.8% |
| 5Y | +19.3% | +25.3% | -6.0% | +1.9% |
| All | +165.5% | +235.9% | -70.3% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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