+1,505.9%
MCHP vs MDLZ
+460.5%
+1,045.4%
-63.8%
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 | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -2.1% | +1.7% | -3.8% | -2.9% |
| 30D | -11.1% | +1.1% | -12.2% | -11.7% |
| 3M | -18.1% | -1.8% | -16.2% | -18.6% |
| 6M | +10.8% | +12.3% | -1.5% | +2.9% |
| YTD | +14.2% | +18.0% | -3.8% | +2.9% |
| 1Y | +13.5% | +3.8% | +9.7% | +8.5% |
| 3Y | -2.0% | -2.4% | +0.4% | -5.7% |
| 5Y | +1.4% | +18.4% | -17.0% | -12.2% |
| 10Y | +195.5% | +88.1% | +107.4% | +106.4% |
| All | +1,505.9% | +460.5% | +1,045.4% | +453.8% |
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