+5.4%
MDLZ vs UAL
+210.6%
-205.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.8% | -6.1% | +0.5% |
| 7D | +0.1% | +10.2% | -10.1% | -0.1% |
| 30D | +10.0% | +12.0% | -2.0% | +9.7% |
| 3M | +7.1% | -7.1% | +14.1% | +7.2% |
| 6M | +9.8% | +20.9% | -11.1% | +9.1% |
| YTD | +26.6% | +7.7% | +19.0% | +25.8% |
| 1Y | +20.3% | +23.6% | -3.2% | +19.0% |
| 3Y | +5.4% | +222.6% | -217.2% | -3.8% |
| All | +5.4% | +210.6% | -205.2% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling