+145.2%
GOOGL vs MDLZ
-2.8%
+148.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.8% | +1.7% | -4.5% | -2.7% |
| 30D | -3.2% | +1.1% | -4.3% | -3.1% |
| 3M | -6.6% | -1.8% | -4.8% | -6.5% |
| 6M | +8.5% | +12.3% | -3.8% | +9.0% |
| YTD | +6.5% | +18.0% | -11.6% | +7.4% |
| 1Y | +39.4% | +3.8% | +35.6% | +39.8% |
| All | +145.2% | -2.8% | +148.1% | +146.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling