+436.5%
C vs QXO
-0.7%
+437.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +3.6% | -1.3% | +4.9% | +3.6% |
| 30D | +0.1% | -16.0% | +16.1% | +0.2% |
| 3M | +2.4% | -17.7% | +20.2% | +2.6% |
| 6M | +24.9% | -42.6% | +67.5% | +25.5% |
| YTD | +19.8% | -30.8% | +50.6% | +20.1% |
| 1Y | +44.9% | -35.3% | +80.2% | +45.2% |
| 3Y | +263.0% | -46.3% | +309.3% | +255.6% |
| 5Y | +129.5% | -69.2% | +198.7% | +124.9% |
| 10Y | +291.6% | +62.1% | +229.5% | +277.3% |
| All | +436.5% | -0.7% | +437.1% | +390.7% |
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