-59.6%
MSTR vs MDLZ
+4.4%
-64.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -2.5% |
| 7D | +7.7% | 0.0% | +7.8% | +7.8% |
| 30D | +36.3% | +1.4% | +34.9% | +36.7% |
| 3M | +13.4% | 0.0% | +13.4% | +13.1% |
| 6M | -4.5% | +9.1% | -13.6% | -5.1% |
| YTD | -12.7% | +17.9% | -30.6% | -15.2% |
| 1Y | -59.6% | +3.2% | -62.8% | -60.0% |
| All | -59.6% | +4.4% | -64.1% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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