+51.6%
COHR vs MDLZ
+22.7%
+28.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.5% | -9.4% | -1.6% |
| 7D | -18.6% | +8.9% | -27.5% | -8.6% |
| 30D | -41.5% | +15.2% | -56.7% | -29.3% |
| 3M | -39.7% | +9.5% | -49.2% | -30.5% |
| 6M | -40.9% | +11.7% | -52.5% | -28.2% |
| YTD | +5.7% | +28.4% | -22.7% | +45.2% |
| 1Y | +51.6% | +24.4% | +27.2% | +105.4% |
| All | +51.6% | +22.7% | +28.9% | +105.4% |
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