+3.2%
MDLZ vs OXY
+36.8%
-33.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.2% |
| 7D | 0.0% | +0.6% | -0.7% | -0.1% |
| 30D | +1.4% | +4.5% | -3.1% | +1.2% |
| 3M | 0.0% | +8.9% | -8.9% | -0.8% |
| 6M | +9.1% | +12.5% | -3.3% | +7.7% |
| YTD | +17.9% | +50.5% | -32.5% | +11.6% |
| 1Y | +3.2% | +38.6% | -35.4% | -1.1% |
| All | +3.2% | +36.8% | -33.6% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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