+1,278.0%
AAPL vs MDLZ
+86.5%
+1,191.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | +1.9% | +2.0% | +2.9% |
| 30D | +9.9% | +0.4% | +9.5% | +9.6% |
| 3M | +12.5% | -0.6% | +13.1% | +12.4% |
| 6M | +27.6% | +14.7% | +12.9% | +18.2% |
| YTD | +22.6% | +18.0% | +4.6% | +10.9% |
| 1Y | +45.0% | +4.1% | +40.9% | +39.7% |
| 3Y | +87.8% | -4.6% | +92.3% | +85.0% |
| 5Y | +128.7% | +18.4% | +110.3% | +94.3% |
| All | +1,278.0% | +86.5% | +1,191.5% | +870.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling