+3.0%
MDLZ vs VLO
+149.2%
-146.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | +0.5% |
| 7D | 0.0% | +5.8% | -5.7% | 0.0% |
| 30D | -1.6% | +28.3% | -29.9% | -1.7% |
| 3M | +0.9% | +48.7% | -47.9% | +0.6% |
| 6M | +7.3% | +71.9% | -64.6% | +6.9% |
| YTD | +16.4% | +138.7% | -122.2% | +13.9% |
| 1Y | +3.0% | +148.5% | -145.5% | +0.9% |
| All | +3.0% | +149.2% | -146.3% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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