-3.5%
BA vs QXO
-68.0%
+64.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | -1.9% |
| 7D | -1.2% | -3.9% | +2.7% | -1.1% |
| 30D | -11.3% | -17.4% | +6.0% | -10.9% |
| 3M | -3.8% | -22.5% | +18.7% | -3.2% |
| 6M | -8.3% | -41.4% | +33.1% | -7.1% |
| YTD | -4.9% | -34.1% | +29.2% | -4.1% |
| 1Y | -10.1% | -40.8% | +30.8% | -9.2% |
| 3Y | -2.3% | -43.9% | +41.6% | -7.6% |
| 5Y | -3.5% | -69.6% | +66.1% | -4.8% |
| All | -3.5% | -68.0% | +64.5% | -4.8% |
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