+1,806.9%
YUM vs XPO
+9,736.1%
-7,929.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.8% |
| 7D | -5.2% | -1.3% | -3.9% | -5.1% |
| 30D | -0.1% | -10.4% | +10.3% | +0.9% |
| 3M | -4.3% | -15.7% | +11.4% | -2.9% |
| 6M | -8.7% | -6.3% | -2.4% | -8.5% |
| YTD | -3.5% | +34.2% | -37.7% | -6.6% |
| 1Y | +0.5% | +39.9% | -39.5% | -3.4% |
| 3Y | +20.5% | +155.2% | -134.7% | +7.8% |
| 5Y | +21.8% | +264.7% | -242.9% | +3.5% |
| 10Y | +176.5% | +1,500.1% | -1,323.5% | +106.4% |
| All | +1,806.9% | +9,736.1% | -7,929.2% | +1,149.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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