+234.7%
MDLZ vs QXO
-5.4%
+240.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.1% | +5.4% | +1.3% |
| 7D | 0.0% | -3.9% | +3.8% | 0.0% |
| 30D | +1.4% | -17.4% | +18.8% | +1.5% |
| 3M | 0.0% | -22.5% | +22.5% | +0.1% |
| 6M | +9.1% | -41.4% | +50.5% | +9.3% |
| YTD | +17.9% | -34.1% | +52.1% | +18.1% |
| 1Y | +3.2% | -40.8% | +44.1% | +3.3% |
| 3Y | -2.5% | -43.9% | +41.4% | -3.0% |
| 5Y | +17.6% | -69.6% | +87.2% | +16.9% |
| 10Y | +87.9% | +41.0% | +47.0% | +86.2% |
| All | +234.7% | -5.4% | +240.1% | +229.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling