-44.7%
IONQ vs MDLZ
+22.7%
-67.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.5% | -5.0% | +1.4% |
| 7D | -8.9% | +8.9% | -17.8% | -2.0% |
| 30D | -31.3% | +15.2% | -46.5% | -22.4% |
| 3M | -29.2% | +9.5% | -38.7% | -22.8% |
| 6M | -35.4% | +11.7% | -47.1% | -27.5% |
| YTD | -34.2% | +28.4% | -62.6% | -25.3% |
| 1Y | -44.7% | +24.4% | -69.1% | -35.9% |
| All | -44.7% | +22.7% | -67.3% | -35.9% |
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