+81.8%
MDLZ vs EOG
+121.2%
-39.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +1.7% | +1.0% | +0.6% | +1.5% |
| 30D | +1.1% | +2.8% | -1.7% | +0.8% |
| 3M | -1.8% | +5.9% | -7.7% | -2.6% |
| 6M | +12.3% | +17.1% | -4.8% | +10.1% |
| YTD | +18.0% | +43.9% | -25.9% | +13.1% |
| 1Y | +3.8% | +26.9% | -23.1% | +0.7% |
| 3Y | -2.4% | +23.6% | -26.0% | -5.8% |
| 5Y | +18.4% | +178.1% | -159.7% | +1.4% |
| All | +81.8% | +121.2% | -39.4% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EOG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling