+32,355.4%
AVGO vs MDLZ
+391.2%
+31,964.2%
-48.3%
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 | +3.0% | +0.6% | +2.4% | +2.7% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | -13.8% | -1.6% | -12.3% | -13.4% |
| 3M | -6.9% | +0.9% | -7.8% | -8.4% |
| 6M | +11.9% | +7.3% | +4.6% | +6.5% |
| YTD | +6.9% | +16.4% | -9.6% | -2.9% |
| 1Y | +7.4% | +3.0% | +4.5% | +2.9% |
| 3Y | +345.6% | -3.7% | +349.3% | +323.2% |
| 5Y | +718.9% | +15.6% | +703.3% | +591.9% |
| 10Y | +2,755.4% | +79.0% | +2,676.4% | +1,786.9% |
| All | +32,355.4% | +391.2% | +31,964.2% | +11,603.5% |
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