+61.9%
LIN vs MDLZ
+14.0%
+47.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -2.1% | -1.7% | -0.4% | -1.5% |
| 30D | -2.4% | -2.1% | -0.3% | -1.7% |
| 3M | -5.6% | +1.3% | -6.9% | -6.3% |
| 6M | -3.4% | +6.2% | -9.6% | -6.0% |
| YTD | +13.1% | +15.8% | -2.7% | +6.0% |
| 1Y | +2.5% | +4.1% | -1.7% | 0.0% |
| 3Y | +27.6% | -4.1% | +31.7% | +26.8% |
| All | +61.9% | +14.0% | +47.9% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling