+76.1%
XBI vs MDLZ
+3.3%
+72.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.4% |
| 7D | +0.9% | -1.7% | +2.6% | +0.8% |
| 30D | +7.1% | -2.1% | +9.2% | +6.9% |
| 3M | +22.9% | +1.3% | +21.6% | +22.9% |
| 6M | +29.7% | +6.2% | +23.5% | +29.3% |
| YTD | +34.5% | +15.8% | +18.7% | +33.9% |
| 1Y | +76.1% | +4.1% | +71.9% | +78.9% |
| All | +76.1% | +3.3% | +72.8% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 1y: compounded portfolio wealth divided by compounded MDLZ 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…
1y analysis · Full analysis span regression · 6 months rolling