+262.0%
AMAT vs QXO
-68.0%
+330.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | -0.7% |
| 7D | +6.9% | -3.9% | +10.8% | +7.0% |
| 30D | -10.1% | -17.4% | +7.3% | -9.7% |
| 3M | -6.0% | -22.5% | +16.5% | -5.4% |
| 6M | +38.6% | -41.4% | +80.0% | +40.1% |
| YTD | +83.1% | -34.1% | +117.2% | +84.6% |
| 1Y | +188.3% | -40.8% | +229.2% | +191.0% |
| 3Y | +225.3% | -43.9% | +269.2% | +218.9% |
| 5Y | +262.0% | -69.6% | +331.5% | +253.1% |
| All | +262.0% | -68.0% | +330.0% | +253.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling