+42.8%
LRCX vs MDLZ
+22.7%
+20.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.5% | -0.9% |
| 7D | -12.8% | +8.9% | -21.7% | -5.4% |
| 30D | -36.0% | +15.2% | -51.2% | -26.9% |
| 3M | -30.2% | +9.5% | -39.7% | -23.1% |
| 6M | -14.2% | +11.7% | -25.9% | -2.3% |
| YTD | +29.7% | +28.4% | +1.3% | +50.7% |
| 1Y | +42.8% | +24.4% | +18.4% | +63.5% |
| All | +42.8% | +22.7% | +20.1% | +63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling