+6.2%
ABNB vs MDLZ
+17.7%
-11.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | -6.5% | +1.9% | -8.4% | -6.9% |
| 30D | -5.5% | +0.4% | -5.9% | -5.6% |
| 3M | +30.0% | -0.6% | +30.7% | +30.0% |
| 6M | +27.6% | +14.7% | +12.9% | +22.5% |
| YTD | +25.4% | +18.0% | +7.4% | +18.3% |
| 1Y | +38.3% | +4.1% | +34.2% | +35.9% |
| 3Y | +15.5% | -4.6% | +20.1% | +15.5% |
| All | +6.2% | +17.7% | -11.5% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling