+695.6%
AVGO vs MDLZ
+18.0%
+677.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +1.0% | +1.7% | -0.6% | +1.0% |
| 30D | -13.3% | +1.1% | -14.4% | -13.3% |
| 3M | -2.9% | -1.8% | -1.0% | -2.6% |
| 6M | +5.7% | +12.3% | -6.6% | +4.6% |
| YTD | +4.6% | +18.0% | -13.4% | +2.6% |
| 1Y | -1.6% | +3.8% | -5.5% | -1.7% |
| 3Y | +336.2% | -2.4% | +338.6% | +331.7% |
| 5Y | +695.6% | +18.4% | +677.2% | +561.5% |
| All | +695.6% | +18.0% | +677.6% | +561.5% |
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