-29.0%
AAL vs MDLZ
+441.9%
-471.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.2% | -2.1% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | -19.0% | -1.6% | -17.4% | -18.2% |
| 3M | -5.1% | +0.9% | -6.0% | -6.9% |
| 6M | +15.5% | +7.3% | +8.1% | +7.7% |
| YTD | -15.8% | +16.4% | -32.2% | -27.2% |
| 1Y | -0.3% | +3.0% | -3.3% | -5.9% |
| 3Y | -7.7% | -3.7% | -3.9% | -12.0% |
| 5Y | -32.5% | +15.6% | -48.1% | -45.4% |
| 10Y | -66.0% | +79.0% | -144.9% | -82.7% |
| All | -29.0% | +441.9% | -471.0% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MDLZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling