+74.8%
MDLZ vs UAL
+118.5%
-43.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.5% |
| 7D | -1.7% | +0.7% | -2.4% | -1.8% |
| 30D | -2.1% | -16.1% | +14.0% | -0.7% |
| 3M | +1.3% | +6.1% | -4.8% | +0.5% |
| 6M | +6.2% | +10.8% | -4.6% | +4.6% |
| YTD | +15.8% | -0.4% | +16.2% | +14.8% |
| 1Y | +4.1% | +5.0% | -0.9% | +2.5% |
| 3Y | -4.1% | +124.0% | -128.1% | -14.6% |
| 5Y | +13.4% | +141.0% | -127.6% | -2.0% |
| All | +74.8% | +118.5% | -43.7% | +38.9% |
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