+21.7%
MDLZ vs OPEN
-81.0%
+102.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -21.8% | +20.6% | -0.9% |
| 7D | +1.7% | -22.2% | +23.9% | +2.0% |
| 30D | +11.2% | -38.3% | +49.5% | +11.5% |
| 3M | +6.1% | -59.4% | +65.5% | +6.5% |
| 6M | +8.6% | -74.4% | +82.9% | +9.2% |
| YTD | +25.8% | -76.0% | +101.8% | +26.7% |
| 1Y | +21.7% | -78.7% | +100.3% | +22.4% |
| All | +21.7% | -81.0% | +102.6% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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