+1,298.7%
CRDO vs MDLZ
+4.9%
+1,293.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -4.5% | +1.9% | -6.4% | -3.7% |
| 30D | -39.2% | +0.4% | -39.7% | -38.9% |
| 3M | -38.5% | -0.6% | -37.8% | -37.3% |
| 6M | +40.6% | +14.7% | +25.9% | +47.2% |
| YTD | +13.2% | +18.0% | -4.7% | +19.3% |
| 1Y | +2.3% | +4.1% | -1.8% | +5.6% |
| 3Y | +942.5% | -4.6% | +947.1% | +981.4% |
| All | +1,298.7% | +4.9% | +1,293.8% | +1,200.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling