+56.1%
CDE vs MDLZ
+86.5%
-30.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.1% | +1.9% | -5.0% | -4.1% |
| 30D | +9.5% | +0.4% | +9.0% | +9.2% |
| 3M | +25.5% | -0.6% | +26.1% | +24.6% |
| 6M | -7.9% | +14.7% | -22.6% | -16.2% |
| YTD | +15.6% | +18.0% | -2.4% | +2.9% |
| 1Y | +34.0% | +4.1% | +29.9% | +27.8% |
| 3Y | +791.9% | -4.6% | +796.5% | +765.6% |
| 5Y | +197.7% | +18.4% | +179.4% | +145.7% |
| All | +56.1% | +86.5% | -30.5% | +9.3% |
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