+22.8%
MDLZ vs CHTR
-34.9%
+57.7%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.8% | +1.1% |
| 7D | +2.3% | +17.2% | -14.9% | +0.7% |
| 30D | +7.9% | +31.6% | -23.7% | +5.1% |
| 3M | +7.3% | -11.6% | +18.8% | +7.5% |
| 6M | +11.7% | -3.3% | +14.9% | +10.8% |
| YTD | +28.7% | -33.7% | +62.5% | +29.8% |
| 1Y | +22.8% | -32.4% | +55.2% | +23.3% |
| All | +22.8% | -34.9% | +57.7% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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