+114.5%
AXP vs QXO
-68.0%
+182.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | -1.3% |
| 7D | -2.5% | -3.9% | +1.4% | -2.4% |
| 30D | -5.0% | -17.4% | +12.3% | -4.8% |
| 3M | +1.4% | -22.5% | +23.9% | +1.7% |
| 6M | +6.0% | -41.4% | +47.4% | +6.7% |
| YTD | -12.3% | -34.1% | +21.8% | -11.9% |
| 1Y | +0.3% | -40.8% | +41.1% | +0.8% |
| 3Y | +111.7% | -43.9% | +155.6% | +104.7% |
| 5Y | +114.5% | -69.6% | +184.1% | +115.2% |
| All | +114.5% | -68.0% | +182.6% | +115.2% |
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