+22.3%
MDLZ vs DAL
+54.9%
-32.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.6% | +0.6% |
| 7D | +0.1% | +10.0% | -10.0% | 0.0% |
| 30D | +10.0% | +12.0% | -2.1% | +9.8% |
| 3M | +7.1% | +0.8% | +6.3% | +7.0% |
| 6M | +9.8% | +26.2% | -16.4% | +9.1% |
| YTD | +26.6% | +33.7% | -7.0% | +24.0% |
| All | +22.3% | +54.9% | -32.6% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling