-1.1%
CDNS vs MDLZ
+22.7%
-23.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | +3.0% |
| 7D | -3.8% | +8.9% | -12.7% | -0.8% |
| 30D | -6.8% | +15.2% | -22.0% | -2.3% |
| 3M | -3.3% | +9.5% | -12.8% | 0.0% |
| 6M | -5.7% | +11.7% | -17.4% | -1.6% |
| YTD | +5.4% | +28.4% | -23.0% | +15.1% |
| 1Y | -1.1% | +24.4% | -25.5% | +7.6% |
| All | -1.1% | +22.7% | -23.8% | +7.6% |
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