+431.5%
LIN vs MDLZ
+108.1%
+323.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | 0.0% |
| 7D | +2.1% | +2.3% | -0.2% | +1.0% |
| 30D | +6.8% | +7.9% | -1.2% | +2.8% |
| 3M | +10.4% | +7.3% | +3.1% | +6.4% |
| 6M | +3.2% | +11.7% | -8.5% | -2.9% |
| YTD | +24.6% | +28.7% | -4.2% | +8.2% |
| 1Y | +24.4% | +22.8% | +1.6% | +10.7% |
| 3Y | +36.7% | +6.6% | +30.2% | +28.3% |
| 5Y | +67.0% | +23.2% | +43.8% | +41.6% |
| All | +431.5% | +108.1% | +323.4% | +258.0% |
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 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