+106.1%
MDLZ vs AXON
+1,109.0%
-1,002.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.0% | 0.0% |
| 7D | -1.0% | -25.6% | +24.6% | +0.3% |
| 30D | +7.9% | -23.9% | +31.8% | +9.3% |
| 3M | +8.9% | -50.4% | +59.3% | +12.5% |
| 6M | +10.5% | -20.0% | +30.5% | +10.9% |
| YTD | +27.1% | -44.5% | +71.6% | +29.7% |
| 1Y | +20.9% | -44.9% | +65.8% | +23.4% |
| 3Y | +5.5% | +44.7% | -39.2% | -3.1% |
| 5Y | +22.2% | +86.7% | -64.4% | +7.5% |
| 10Y | +106.1% | +1,060.5% | -954.4% | +54.7% |
| All | +106.1% | +1,109.0% | -1,002.8% | +54.7% |
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