+681.4%
NFLX vs MDLZ
+86.5%
+594.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.8% |
| 7D | -1.1% | +1.9% | -3.0% | -1.8% |
| 30D | +4.3% | +0.4% | +3.9% | +4.1% |
| 3M | -4.8% | -0.6% | -4.1% | -4.7% |
| 6M | -18.4% | +14.7% | -33.2% | -22.9% |
| YTD | -17.4% | +18.0% | -35.4% | -23.0% |
| 1Y | -35.7% | +4.1% | -39.8% | -37.2% |
| 3Y | +73.8% | -4.6% | +78.4% | +71.5% |
| 5Y | +29.3% | +18.4% | +10.9% | +13.4% |
| All | +681.4% | +86.5% | +594.9% | +467.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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