+209.9%
BKNG vs MDLZ
+86.6%
+123.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -10.7% | +1.7% | -12.3% | -11.4% |
| 30D | -18.1% | +1.1% | -19.2% | -18.5% |
| 3M | +8.5% | -1.8% | +10.4% | +9.3% |
| 6M | -0.1% | +12.3% | -12.4% | -5.4% |
| YTD | -18.2% | +18.0% | -36.3% | -24.9% |
| 1Y | -19.9% | +3.8% | -23.7% | -22.0% |
| 3Y | +41.6% | -2.4% | +44.0% | +38.1% |
| 5Y | +93.1% | +18.4% | +74.7% | +66.7% |
| All | +209.9% | +86.6% | +123.3% | +122.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling