+91.7%
BKNG vs MDLZ
+17.7%
+74.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -9.8% | +1.9% | -11.7% | -10.3% |
| 30D | -17.9% | +0.4% | -18.3% | -18.0% |
| 3M | +6.6% | -0.6% | +7.2% | +6.7% |
| 6M | +1.1% | +14.7% | -13.6% | -2.8% |
| YTD | -18.2% | +18.0% | -36.2% | -22.5% |
| 1Y | -20.2% | +4.1% | -24.3% | -21.4% |
| 3Y | +39.9% | -4.6% | +44.4% | +39.5% |
| All | +91.7% | +17.7% | +74.0% | +65.6% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling