-29.9%
BABA vs MDLZ
+16.9%
-46.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -12.3% | -1.6% | -10.7% | -12.0% |
| 3M | -5.3% | +0.9% | -6.2% | -5.9% |
| 6M | -13.1% | +7.3% | -20.4% | -15.3% |
| YTD | -22.4% | +16.4% | -38.9% | -26.6% |
| 1Y | -19.5% | +3.0% | -22.4% | -21.0% |
| 3Y | +32.9% | -3.7% | +36.7% | +31.7% |
| 5Y | -29.9% | +15.6% | -45.5% | -37.0% |
| All | -29.9% | +16.9% | -46.8% | -37.0% |
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 2021-09-08 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling