+37.5%
CVX vs MDLZ
+3.3%
+34.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +3.3% | -1.7% | +5.1% | +3.7% |
| 30D | +12.9% | -2.1% | +15.0% | +13.3% |
| 3M | +11.7% | +1.3% | +10.4% | +11.2% |
| 6M | +14.1% | +6.2% | +7.9% | +12.9% |
| YTD | +40.7% | +15.8% | +24.9% | +35.4% |
| 1Y | +37.5% | +4.1% | +33.4% | +33.5% |
| All | +37.5% | +3.3% | +34.2% | +33.5% |
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