+91.9%
IONQ vs MDLZ
+21.9%
+70.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | +16.7% | +2.2% | +14.5% | +17.1% |
| 30D | -12.3% | +10.1% | -22.4% | -10.9% |
| 3M | -17.7% | +9.1% | -26.8% | -16.5% |
| 6M | -28.9% | +10.0% | -38.9% | -27.7% |
| YTD | -22.0% | +26.8% | -48.9% | -21.6% |
| 1Y | -36.8% | +22.5% | -59.3% | -36.3% |
| 3Y | +228.2% | +5.3% | +223.0% | +233.9% |
| 5Y | +91.9% | +21.4% | +70.5% | +73.4% |
| All | +91.9% | +21.9% | +70.1% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling