+617.6%
PLTR vs MDLZ
+23.2%
+594.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.0% |
| 7D | +4.7% | +2.3% | +2.4% | +4.8% |
| 30D | -16.4% | +7.9% | -24.4% | -16.2% |
| 3M | -6.2% | +7.3% | -13.4% | -5.9% |
| 6M | +29.2% | +11.7% | +17.5% | +29.5% |
| YTD | -5.5% | +28.7% | -34.2% | -6.1% |
| 1Y | -2.4% | +22.8% | -25.2% | -2.6% |
| 3Y | +752.3% | +6.6% | +745.7% | +758.5% |
| All | +617.6% | +23.2% | +594.4% | +533.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling