+17.4%
NXPI vs MDLZ
-2.8%
+20.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +0.7% | +1.7% | -1.0% | +0.5% |
| 30D | -4.2% | +1.1% | -5.3% | -4.3% |
| 3M | -20.4% | -1.8% | -18.6% | -20.0% |
| 6M | +12.5% | +12.3% | +0.2% | +10.1% |
| YTD | +5.2% | +18.0% | -12.8% | +2.3% |
| 1Y | +5.1% | +3.8% | +1.3% | +4.0% |
| All | +17.4% | -2.8% | +20.3% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling