+18.4%
MDLZ vs QXO
-70.4%
+88.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.1% |
| 7D | +1.7% | -8.7% | +10.4% | +1.7% |
| 30D | +1.1% | -21.0% | +22.1% | +1.2% |
| 3M | -1.8% | -18.4% | +16.5% | -1.8% |
| 6M | +12.3% | -43.0% | +55.3% | +12.6% |
| YTD | +18.0% | -36.3% | +54.3% | +18.3% |
| 1Y | +3.8% | -42.8% | +46.6% | +4.0% |
| 3Y | -2.4% | -45.8% | +43.4% | -3.0% |
| 5Y | +18.4% | -70.8% | +89.2% | +19.1% |
| All | +18.4% | -70.4% | +88.8% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 5y: compounded portfolio wealth divided by compounded QXO 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…
5y analysis · Full analysis span regression · 6 months rolling