+47.0%
CVX vs MDLZ
+22.7%
+24.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.5% | -7.2% | -4.3% |
| 7D | -5.3% | +8.9% | -14.2% | -7.0% |
| 30D | +5.1% | +15.2% | -10.1% | +1.9% |
| 3M | +14.9% | +9.5% | +5.4% | +12.5% |
| 6M | +14.9% | +11.7% | +3.2% | +11.8% |
| YTD | +46.3% | +28.4% | +17.9% | +35.1% |
| 1Y | +47.0% | +24.4% | +22.6% | +36.9% |
| All | +47.0% | +22.7% | +24.4% | +36.9% |
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 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