+156.7%
B vs QXO
-70.4%
+227.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.3% | +0.8% | -2.5% |
| 7D | -5.0% | -8.7% | +3.7% | -4.9% |
| 30D | +8.7% | -21.0% | +29.7% | +9.1% |
| 3M | +17.3% | -18.4% | +35.7% | +17.7% |
| 6M | -5.0% | -43.0% | +38.0% | -4.3% |
| YTD | +1.4% | -36.3% | +37.7% | +2.1% |
| 1Y | +50.5% | -42.8% | +93.3% | +51.6% |
| 3Y | +194.4% | -45.8% | +240.1% | +192.9% |
| 5Y | +156.7% | -70.8% | +227.4% | +148.3% |
| All | +156.7% | -70.4% | +227.0% | +148.3% |
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