+40.6%
CVX vs MDLZ
+3.7%
+36.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +2.6% | +1.9% | +0.7% | +2.2% |
| 30D | +9.8% | +0.4% | +9.4% | +9.7% |
| 3M | +16.2% | -0.6% | +16.8% | +16.0% |
| 6M | +13.6% | +14.7% | -1.1% | +10.3% |
| YTD | +44.4% | +18.0% | +26.4% | +37.9% |
| 1Y | +40.6% | +4.1% | +36.5% | +36.3% |
| All | +40.6% | +3.7% | +36.9% | +36.3% |
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