-13.3%
IONQ vs MDLZ
+4.4%
-17.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.0% | -4.9% |
| 7D | +1.3% | 0.0% | +1.4% | +1.4% |
| 30D | -10.3% | +1.4% | -11.8% | -9.3% |
| 3M | -32.7% | 0.0% | -32.7% | -31.2% |
| 6M | +6.3% | +9.1% | -2.8% | +11.7% |
| YTD | -15.0% | +17.9% | -32.9% | -10.1% |
| 1Y | -13.3% | +3.2% | -16.5% | -8.5% |
| All | -13.3% | +4.4% | -17.8% | -8.5% |
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