+10.8%
AEP vs QXO
-25.8%
+36.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.1% | -8.6% | -0.8% |
| 7D | +0.8% | +16.6% | -15.8% | +0.2% |
| 30D | +7.9% | +6.6% | +1.4% | +7.5% |
| 3M | +1.5% | -17.5% | +18.9% | +2.0% |
| 6M | -2.6% | -33.8% | +31.2% | -1.3% |
| YTD | +14.7% | -34.4% | +49.0% | +16.0% |
| 1Y | +10.8% | -25.0% | +35.7% | +9.9% |
| All | +10.8% | -25.8% | +36.6% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling