+90.0%
MDLZ vs UAL
+94.5%
-4.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.4% |
| 7D | +1.7% | +8.2% | -6.5% | +1.0% |
| 30D | +11.2% | +2.3% | +8.8% | +10.9% |
| 3M | +6.1% | -12.7% | +18.8% | +7.1% |
| 6M | +8.6% | +12.7% | -4.1% | +6.9% |
| YTD | +25.8% | +0.8% | +25.0% | +24.5% |
| 1Y | +21.7% | +17.8% | +3.9% | +18.6% |
| 3Y | +5.8% | +206.7% | -200.9% | -8.7% |
| 5Y | +21.4% | +113.9% | -92.5% | +6.4% |
| All | +90.0% | +94.5% | -4.5% | +50.2% |
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