+2.0%
QCOM vs MDLZ
+20.9%
-18.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.8% |
| 7D | +2.0% | -1.0% | +3.0% | +1.6% |
| 30D | +1.2% | +7.9% | -6.7% | +4.3% |
| 3M | +9.1% | +8.9% | +0.2% | +12.8% |
| 6M | -25.0% | +10.5% | -35.5% | -21.5% |
| YTD | +4.8% | +27.1% | -22.3% | +8.2% |
| All | +2.0% | +20.9% | -18.9% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling