-13.1%
CRCL vs MDLZ
+3.3%
-16.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.3% |
| 7D | +17.1% | -1.7% | +18.8% | +16.2% |
| 30D | +61.3% | -2.1% | +63.4% | +59.5% |
| 3M | +12.7% | +1.3% | +11.4% | +14.1% |
| 6M | -3.1% | +6.2% | -9.3% | -1.2% |
| YTD | +28.7% | +15.8% | +12.9% | +27.0% |
| 1Y | -13.1% | +4.1% | -17.3% | -14.5% |
| All | -13.1% | +3.3% | -16.4% | -14.5% |
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