-11.1%
AXP vs MDLZ
+22.7%
-33.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.9% |
| 7D | -0.1% | +2.3% | -2.4% | 0.0% |
| 30D | +4.4% | +7.9% | -3.5% | +5.1% |
| 3M | -6.4% | +7.3% | -13.7% | -5.9% |
| 6M | +4.2% | +11.7% | -7.5% | +5.0% |
| YTD | -12.4% | +28.7% | -41.1% | -13.3% |
| 1Y | -11.1% | +22.8% | -33.9% | -8.3% |
| All | -11.1% | +22.7% | -33.8% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling