+3.0%
MDLZ vs CCI
-14.4%
+17.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | 0.0% | +0.2% | -0.1% | 0.0% |
| 30D | -1.6% | +0.5% | -2.1% | -1.7% |
| 3M | +0.9% | -16.3% | +17.2% | +4.3% |
| 6M | +7.3% | -13.9% | +21.3% | +10.2% |
| YTD | +16.4% | -12.4% | +28.9% | +19.3% |
| 1Y | +3.0% | -15.2% | +18.1% | +7.5% |
| All | +3.0% | -14.4% | +17.4% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 CCI 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