-26.2%
UBER vs MDLZ
+22.7%
-48.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.5% | +1.4% | +4.5% |
| 7D | +7.0% | +8.9% | -1.9% | +6.2% |
| 30D | +0.6% | +15.2% | -14.6% | -0.4% |
| 3M | -2.9% | +9.5% | -12.4% | -3.7% |
| 6M | -5.5% | +11.7% | -17.2% | -6.6% |
| YTD | -14.5% | +28.4% | -42.9% | -15.9% |
| 1Y | -26.2% | +24.4% | -50.6% | -27.1% |
| All | -26.2% | +22.7% | -48.8% | -27.1% |
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