+1,766.9%
YUM vs XPO
+9,727.5%
-7,960.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -6.1% | -5.7% | -0.4% | -5.6% |
| 30D | -5.8% | -12.8% | +7.0% | -4.7% |
| 3M | -7.6% | -20.0% | +12.3% | -5.9% |
| 6M | -9.1% | -6.0% | -3.1% | -8.9% |
| YTD | -5.5% | +34.0% | -39.6% | -8.6% |
| 1Y | -3.7% | +35.6% | -39.3% | -7.2% |
| 3Y | +17.8% | +152.3% | -134.5% | +5.5% |
| 5Y | +19.3% | +264.4% | -245.1% | +1.3% |
| 10Y | +170.7% | +1,498.6% | -1,327.9% | +102.1% |
| All | +1,766.9% | +9,727.5% | -7,960.6% | +1,123.8% |
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