+0.4%
CCL vs MDLZ
+18.0%
-17.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -4.3% | +1.7% | -6.0% | -5.0% |
| 30D | -19.0% | +1.1% | -20.1% | -19.4% |
| 3M | -13.1% | -1.8% | -11.2% | -12.7% |
| 6M | -13.3% | +12.3% | -25.6% | -18.0% |
| YTD | -25.2% | +18.0% | -43.3% | -31.6% |
| 1Y | -27.2% | +3.8% | -31.0% | -29.2% |
| 3Y | +49.2% | -2.4% | +51.6% | +43.8% |
| 5Y | +0.4% | +18.4% | -18.1% | -24.9% |
| All | +0.4% | +18.0% | -17.7% | -24.9% |
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