+3.0%
MDLZ vs CBRE
-12.5%
+15.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.4% | +1.0% |
| 7D | 0.0% | -1.5% | +1.6% | +0.2% |
| 30D | -1.6% | -4.0% | +2.4% | -1.1% |
| 3M | +0.9% | +8.0% | -7.1% | +0.4% |
| 6M | +7.3% | +4.0% | +3.4% | +6.6% |
| YTD | +16.4% | -11.5% | +28.0% | +14.1% |
| 1Y | +3.0% | -13.0% | +16.0% | -0.4% |
| All | +3.0% | -12.5% | +15.4% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CBRE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling