+22.2%
MDLZ vs DAL
+114.7%
-92.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.6% | +0.3% |
| 7D | +0.1% | +10.0% | -10.0% | -0.6% |
| 30D | +10.0% | +12.0% | -2.1% | +9.1% |
| 3M | +7.1% | +0.8% | +6.3% | +6.9% |
| 6M | +9.8% | +26.2% | -16.4% | +7.7% |
| YTD | +26.6% | +33.7% | -7.0% | +23.3% |
| 1Y | +20.3% | +57.6% | -37.3% | +15.5% |
| 3Y | +5.4% | +183.5% | -178.1% | -8.0% |
| 5Y | +22.2% | +114.2% | -92.0% | +8.9% |
| All | +22.2% | +114.7% | -92.4% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling