+92.2%
MDLZ vs RCL
+396.5%
-304.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | +0.4% |
| 7D | +0.1% | +5.0% | -4.9% | -0.3% |
| 30D | +10.0% | +19.4% | -9.4% | +8.4% |
| 3M | +7.1% | +5.9% | +1.1% | +6.4% |
| 6M | +9.8% | +23.8% | -14.0% | +7.6% |
| YTD | +26.6% | +22.8% | +3.8% | +23.5% |
| 1Y | +20.3% | +34.3% | -13.9% | +16.3% |
| 3Y | +5.4% | +276.4% | -271.0% | -8.7% |
| 5Y | +22.2% | +281.6% | -259.4% | +2.8% |
| 10Y | +92.2% | +379.0% | -286.8% | +52.7% |
| All | +92.2% | +396.5% | -304.4% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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