+755.6%
GOOGL vs MDLZ
+86.5%
+669.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | 0.0% | +1.9% | -1.9% | -0.7% |
| 30D | -1.4% | +0.4% | -1.8% | -1.6% |
| 3M | -5.3% | -0.6% | -4.7% | -5.6% |
| 6M | +9.8% | +14.7% | -4.9% | +2.9% |
| YTD | +8.4% | +18.0% | -9.6% | -0.2% |
| 1Y | +41.2% | +4.1% | +37.1% | +36.9% |
| 3Y | +149.6% | -4.6% | +154.2% | +145.2% |
| 5Y | +142.6% | +18.4% | +124.2% | +108.1% |
| All | +755.6% | +86.5% | +669.0% | +497.9% |
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