+41.8%
B vs QXO
-5.4%
+47.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +1.2% |
| 7D | +1.0% | -3.9% | +4.9% | +1.1% |
| 30D | +9.5% | -17.4% | +26.9% | +9.7% |
| 3M | +14.3% | -22.5% | +36.8% | +14.6% |
| 6M | -1.9% | -41.4% | +39.5% | -1.3% |
| YTD | +4.1% | -34.1% | +38.2% | +4.5% |
| 1Y | +56.1% | -40.8% | +96.9% | +56.9% |
| 3Y | +202.0% | -43.9% | +245.9% | +195.7% |
| 5Y | +158.8% | -69.6% | +228.4% | +153.7% |
| 10Y | +211.9% | +41.0% | +170.9% | +198.1% |
| All | +41.8% | -5.4% | +47.2% | +19.0% |
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