+1,690.8%
AAPL vs QXO
-8.6%
+1,699.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.3% | +6.9% | +3.6% |
| 7D | -0.5% | -8.7% | +8.2% | -0.4% |
| 30D | +7.1% | -21.0% | +28.1% | +7.3% |
| 3M | +12.1% | -18.4% | +30.5% | +12.2% |
| 6M | +25.4% | -43.0% | +68.5% | +25.8% |
| YTD | +20.5% | -36.3% | +56.7% | +20.7% |
| 1Y | +44.5% | -42.8% | +87.3% | +44.9% |
| 3Y | +85.8% | -45.8% | +131.5% | +82.1% |
| 5Y | +124.8% | -70.8% | +195.5% | +120.5% |
| 10Y | +1,284.7% | +36.3% | +1,248.4% | +1,234.8% |
| All | +1,690.8% | -8.6% | +1,699.4% | +1,645.4% |
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