+102.0%
MDLZ vs WCN
+300.6%
-198.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | +2.2% | +2.6% | -0.4% | +1.0% |
| 30D | +10.1% | +25.3% | -15.2% | -0.9% |
| 3M | +9.1% | +15.2% | -6.1% | +2.0% |
| 6M | +10.0% | +26.4% | -16.4% | -1.5% |
| YTD | +26.8% | +9.9% | +16.9% | +20.3% |
| 1Y | +22.5% | +16.2% | +6.3% | +13.1% |
| 3Y | +5.3% | +49.4% | -44.1% | -15.6% |
| 5Y | +21.4% | +46.2% | -24.7% | -3.3% |
| 10Y | +102.0% | +305.7% | -203.7% | -1.5% |
| All | +102.0% | +300.6% | -198.5% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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