IBEX 35 Competition
| IBEX Index | 11,657 44.90 0.39% |
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of IBEX 35 competition on your existing holdings.
IBEX 35 Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IBEX 35 and its competitors represents the degree of relationship between the price movements of corresponding indexs. A correlation of about +1.0 implies that the price of IBEX and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of IBEX 35 Index does not affect the price movement of the other competitor.
| 0.34 | -0.25 | -0.53 | 0.48 | 0.0 | IAG | ||
| 0.34 | -0.48 | -0.57 | 0.73 | 0.0 | EBRO | ||
| -0.25 | -0.48 | 0.8 | -0.71 | 0.0 | KOM | ||
| -0.53 | -0.57 | 0.8 | -0.68 | 0.0 | BKT | ||
| 0.48 | 0.73 | -0.71 | -0.68 | 0.0 | AEDAS | ||
| 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | YEIS | ||
| Click cells to compare fundamentals | Check Volatility | Backtest Portfolio |
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between IBEX Index performing well and IBEX 35 Index doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze IBEX 35's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| IAG | 1.27 | 0.44 | 0.24 | 0.66 | 1.04 | 3.38 | 8.94 | |||
| EBRO | 0.54 | 0.01 | (0.14) | 0.93 | 0.69 | 1.02 | 3.29 | |||
| KOM | 0.93 | (0.08) | 0.00 | (0.05) | 0.00 | 4.12 | 26.17 | |||
| BKT | 1.11 | (0.05) | 0.00 | 0.37 | 0.00 | 1.90 | 6.67 | |||
| AEDAS | 1.18 | 0.09 | (0.01) | 0.75 | 1.67 | 2.15 | 9.52 | |||
| YEIS | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
IBEX 35 Competitive Analysis
The better you understand IBEX 35 competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IBEX 35's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across IBEX 35's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
IBEX 35 Competition Performance Charts
Five steps to successful analysis of IBEX 35 Competition
IBEX 35's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by IBEX 35 Index in relation to its competition. IBEX 35's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of IBEX 35 in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact IBEX 35's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to IBEX 35 Index, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your IBEX 35 position
In addition to having IBEX 35 in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Processed Foods Thematic Idea Now
Processed Foods
Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Processed Foods Theme or any other thematic opportunities.
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