-81.0%
PYPL vs MDLZ
+18.0%
-99.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -5.9% | +1.7% | -7.6% | -6.6% |
| 30D | -9.4% | +1.1% | -10.5% | -9.9% |
| 3M | +31.3% | -1.8% | +33.2% | +31.9% |
| 6M | +19.1% | +12.3% | +6.8% | +13.1% |
| YTD | -7.9% | +18.0% | -25.9% | -14.9% |
| 1Y | -17.9% | +3.8% | -21.7% | -19.9% |
| 3Y | -11.6% | -2.4% | -9.2% | -13.5% |
| 5Y | -81.0% | +18.4% | -99.5% | -84.6% |
| All | -81.0% | +18.0% | -99.1% | -84.6% |
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