+22.2%
MDLZ vs DAL
+101.3%
-79.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.3% |
| 7D | +1.7% | +8.8% | -7.1% | +1.1% |
| 30D | +11.2% | +5.4% | +5.8% | +10.7% |
| 3M | +6.1% | -4.9% | +11.1% | +6.4% |
| 6M | +8.6% | +19.8% | -11.3% | +6.9% |
| YTD | +25.8% | +27.0% | -1.1% | +22.9% |
| 1Y | +21.7% | +52.5% | -30.8% | +17.0% |
| 3Y | +5.8% | +173.8% | -168.0% | -7.5% |
| All | +22.2% | +101.3% | -79.2% | +9.6% |
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 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