-31.6%
CRCL vs MDLZ
+22.7%
-54.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +3.3% |
| 7D | -6.8% | +8.9% | -15.7% | -1.5% |
| 30D | -8.6% | +15.2% | -23.8% | +0.1% |
| 3M | +20.3% | +9.5% | +10.9% | +28.0% |
| 6M | -36.3% | +11.7% | -48.0% | -31.1% |
| YTD | -4.0% | +28.4% | -32.4% | -3.6% |
| 1Y | -31.6% | +24.4% | -56.0% | -28.8% |
| All | -31.6% | +22.7% | -54.2% | -28.8% |
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