+46.2%
SLB vs MDLZ
+22.7%
+23.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -1.6% |
| 7D | -4.1% | +8.9% | -13.0% | -5.4% |
| 30D | +2.5% | +15.2% | -12.7% | -0.6% |
| 3M | +2.0% | +9.5% | -7.5% | 0.0% |
| 6M | -6.3% | +11.7% | -18.0% | -8.8% |
| YTD | +36.5% | +28.4% | +8.1% | +21.6% |
| 1Y | +46.2% | +24.4% | +21.8% | +32.8% |
| All | +46.2% | +22.7% | +23.6% | +32.8% |
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