+11,807.2%
LRCX vs MDLZ
+460.5%
+11,346.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.7% |
| 7D | +1.8% | +1.7% | +0.2% | +1.0% |
| 30D | -4.3% | +1.1% | -5.4% | -5.1% |
| 3M | -7.3% | -1.8% | -5.5% | -8.6% |
| 6M | +38.6% | +12.3% | +26.3% | +26.5% |
| YTD | +74.4% | +18.0% | +56.4% | +53.9% |
| 1Y | +179.1% | +3.8% | +175.3% | +162.5% |
| 3Y | +357.7% | -2.4% | +360.1% | +327.0% |
| 5Y | +424.9% | +18.4% | +406.5% | +333.0% |
| 10Y | +3,642.4% | +88.1% | +3,554.3% | +2,310.4% |
| All | +11,807.2% | +460.5% | +11,346.7% | +3,670.4% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling