-44.8%
IONQ vs MDLZ
+9.6%
-54.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.2% | -9.2% | -9.7% |
| 7D | +16.8% | -0.4% | +17.2% | +16.4% |
| 30D | -11.1% | +8.2% | -19.4% | +0.1% |
| 3M | -31.7% | +8.0% | -39.7% | -22.8% |
| 6M | -44.8% | +9.7% | -54.5% | -34.7% |
| All | -44.8% | +9.6% | -54.4% | -34.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling