+107.6%
MDLZ vs AXON
+1,058.0%
-950.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +1.3% |
| 7D | +2.3% | +0.8% | +1.5% | +2.3% |
| 30D | +7.9% | -22.8% | +30.7% | +9.2% |
| 3M | +7.3% | -48.8% | +56.0% | +10.6% |
| 6M | +11.7% | -16.3% | +28.0% | +11.8% |
| YTD | +28.7% | -44.5% | +73.2% | +31.3% |
| 1Y | +22.8% | -43.4% | +66.2% | +25.0% |
| 3Y | +6.6% | +44.3% | -37.7% | -2.1% |
| 5Y | +23.2% | +85.1% | -61.9% | +8.4% |
| All | +107.6% | +1,058.0% | -950.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling