+526.7%
MDLZ vs AXON
+75,157.7%
-74,631.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.8% | +9.0% | -0.3% |
| 7D | +6.9% | -12.7% | +19.5% | +7.6% |
| 30D | +12.1% | -8.6% | +20.7% | +12.6% |
| 3M | +7.7% | -37.2% | +44.9% | +10.1% |
| 6M | +10.8% | +0.5% | +10.3% | +10.0% |
| YTD | +27.4% | -32.6% | +60.0% | +28.8% |
| 1Y | +23.5% | -40.2% | +63.7% | +25.7% |
| 3Y | +6.2% | +76.1% | -69.9% | -0.6% |
| 5Y | +22.9% | +109.5% | -86.6% | +12.2% |
| 10Y | +99.6% | +1,640.5% | -1,540.9% | +55.5% |
| All | +526.7% | +75,157.7% | -74,631.0% | +289.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling