+724.9%
DELL vs QXO
-47.1%
+772.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +12.0% |
| 7D | +8.2% | -7.8% | +16.0% | +8.3% |
| 30D | +17.1% | -18.1% | +35.2% | +17.2% |
| 3M | +45.2% | -25.8% | +70.9% | +45.3% |
| 6M | +286.8% | -41.7% | +328.5% | +287.2% |
| YTD | +354.8% | -36.2% | +391.0% | +355.3% |
| 1Y | +358.3% | -42.1% | +400.4% | +358.8% |
| 3Y | +724.9% | -46.2% | +771.1% | +747.1% |
| All | +724.9% | -47.1% | +772.0% | +747.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling