+106.1%
MDLZ vs UAL
+97.8%
+8.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.1% | +0.4% |
| 7D | -1.0% | +2.3% | -3.3% | -1.2% |
| 30D | +7.9% | +13.3% | -5.4% | +6.8% |
| 3M | +8.9% | -6.3% | +15.2% | +9.3% |
| 6M | +10.5% | +22.5% | -12.0% | +8.0% |
| YTD | +27.1% | +5.9% | +21.3% | +25.3% |
| 1Y | +20.9% | +24.7% | -3.7% | +17.3% |
| 3Y | +5.5% | +211.6% | -206.0% | -9.0% |
| 5Y | +22.2% | +130.6% | -108.3% | +6.4% |
| 10Y | +106.1% | +96.5% | +9.7% | +70.5% |
| All | +106.1% | +97.8% | +8.3% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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