+531.1%
PLTR vs MDLZ
+18.0%
+513.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.2% | -2.2% |
| 7D | -9.1% | +1.7% | -10.8% | -9.1% |
| 30D | -5.2% | +1.1% | -6.3% | -5.2% |
| 3M | +27.4% | -1.8% | +29.2% | +27.3% |
| 6M | +9.7% | +12.3% | -2.6% | +9.2% |
| YTD | -6.7% | +18.0% | -24.7% | -7.7% |
| 1Y | -0.5% | +3.8% | -4.3% | -0.4% |
| 3Y | +996.2% | -2.4% | +998.6% | +1,000.8% |
| 5Y | +531.1% | +18.4% | +512.7% | +429.6% |
| All | +531.1% | +18.0% | +513.1% | +429.6% |
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