-45.5%
MSTR vs MDLZ
+20.9%
-66.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.2% |
| 7D | -14.2% | -1.0% | -13.2% | -14.6% |
| 30D | -19.9% | +7.9% | -27.8% | -16.6% |
| 3M | +27.3% | +8.9% | +18.4% | +33.0% |
| 6M | -37.6% | +10.5% | -48.1% | -34.7% |
| YTD | -19.5% | +27.1% | -46.6% | -19.0% |
| All | -45.5% | +20.9% | -66.5% | -46.1% |
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