+2,993.7%
SHOP vs MDLZ
+86.5%
+2,907.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | -11.2% | +1.9% | -13.1% | -12.0% |
| 30D | -14.4% | +0.4% | -14.8% | -14.6% |
| 3M | +16.6% | -0.6% | +17.2% | +16.6% |
| 6M | -0.6% | +14.7% | -15.3% | -7.4% |
| YTD | -20.0% | +18.0% | -38.0% | -27.4% |
| 1Y | -11.2% | +4.1% | -15.3% | -14.5% |
| 3Y | +99.5% | -4.6% | +104.1% | +94.9% |
| 5Y | -13.2% | +18.4% | -31.6% | -25.8% |
| All | +2,993.7% | +86.5% | +2,907.1% | +2,181.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling