+102.0%
MDLZ vs DAL
+128.3%
-26.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | +2.2% | +10.7% | -8.5% | +1.0% |
| 30D | +10.1% | +12.5% | -2.4% | +8.6% |
| 3M | +9.1% | +3.6% | +5.5% | +8.5% |
| 6M | +10.0% | +26.7% | -16.8% | +6.5% |
| YTD | +26.8% | +34.3% | -7.4% | +21.4% |
| 1Y | +22.5% | +59.1% | -36.6% | +14.7% |
| 3Y | +5.3% | +179.9% | -174.6% | -11.5% |
| 5Y | +21.4% | +119.1% | -97.7% | +3.6% |
| 10Y | +102.0% | +125.6% | -23.6% | +59.6% |
| All | +102.0% | +128.3% | -26.2% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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