+437.6%
DIA vs QXO
-5.4%
+443.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.3% | -0.7% |
| 7D | -1.2% | -3.9% | +2.6% | -1.2% |
| 30D | -2.7% | -17.4% | +14.7% | -2.6% |
| 3M | +3.3% | -22.5% | +25.8% | +3.4% |
| 6M | +10.4% | -41.4% | +51.8% | +10.7% |
| YTD | +10.0% | -34.1% | +44.1% | +10.2% |
| 1Y | +16.2% | -40.8% | +57.0% | +16.4% |
| 3Y | +58.7% | -43.9% | +102.7% | +56.9% |
| 5Y | +63.6% | -69.6% | +133.2% | +61.7% |
| 10Y | +251.0% | +41.0% | +210.1% | +244.4% |
| All | +437.6% | -5.4% | +443.0% | +423.8% |
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 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