-6.9%
CDE vs QXO
-8.4%
+1.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -3.1% | -7.8% | +4.7% | -2.9% |
| 30D | +9.5% | -18.1% | +27.6% | +10.0% |
| 3M | +25.5% | -25.8% | +51.2% | +26.4% |
| 6M | -7.9% | -41.7% | +33.8% | -6.8% |
| YTD | +15.6% | -36.2% | +51.7% | +16.8% |
| 1Y | +34.0% | -42.1% | +76.1% | +35.7% |
| 3Y | +791.9% | -46.2% | +838.1% | +748.6% |
| 5Y | +197.7% | -70.7% | +268.5% | +184.7% |
| 10Y | +55.0% | +36.5% | +18.5% | +41.4% |
| All | -6.9% | -8.4% | +1.5% | -21.4% |
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