+451.3%
AEP vs QXO
-8.6%
+459.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.3% | +2.3% | -1.0% |
| 7D | -1.0% | -8.7% | +7.7% | -1.0% |
| 30D | -0.1% | -21.0% | +20.9% | -0.1% |
| 3M | -3.2% | -18.4% | +15.2% | -3.2% |
| 6M | -5.3% | -43.0% | +37.7% | -5.3% |
| YTD | +9.5% | -36.3% | +45.8% | +9.5% |
| 1Y | +17.5% | -42.8% | +60.3% | +17.5% |
| 3Y | +77.0% | -45.8% | +122.7% | +77.3% |
| 5Y | +66.4% | -70.8% | +137.2% | +66.7% |
| 10Y | +175.1% | +36.3% | +138.8% | +177.3% |
| All | +451.3% | -8.6% | +459.8% | +458.9% |
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 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