+6.1%
CVNA vs MDLZ
+17.7%
-11.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -7.3% | +1.9% | -9.2% | -7.9% |
| 30D | -4.6% | +0.4% | -5.0% | -4.7% |
| 3M | +2.0% | -0.6% | +2.6% | +2.1% |
| 6M | +11.7% | +14.7% | -3.0% | +5.6% |
| YTD | -18.1% | +18.0% | -36.0% | -23.9% |
| 1Y | -2.4% | +4.1% | -6.5% | -4.8% |
| 3Y | +580.6% | -4.6% | +585.2% | +562.8% |
| All | +6.1% | +17.7% | -11.6% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling