+21.7%
MDLZ vs RY
+40.6%
-18.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.2% |
| 7D | +1.7% | -0.9% | +2.6% | +1.7% |
| 30D | +11.2% | +5.9% | +5.3% | +11.7% |
| 3M | +6.1% | -4.3% | +10.4% | +5.8% |
| 6M | +8.6% | +12.1% | -3.6% | +7.0% |
| YTD | +25.8% | +20.3% | +5.6% | +22.7% |
| 1Y | +21.7% | +41.0% | -19.3% | +13.9% |
| All | +21.7% | +40.6% | -18.9% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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