+84.5%
AAPL vs MDLZ
-2.8%
+87.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | -0.5% | +1.7% | -2.2% | -0.7% |
| 30D | +7.1% | +1.1% | +6.0% | +6.9% |
| 3M | +12.1% | -1.8% | +13.9% | +12.2% |
| 6M | +25.4% | +12.3% | +13.1% | +23.7% |
| YTD | +20.5% | +18.0% | +2.4% | +17.5% |
| 1Y | +44.5% | +3.8% | +40.7% | +43.4% |
| All | +84.5% | -2.8% | +87.4% | +84.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling