+8.3%
DIS vs QXO
-25.8%
+34.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.1% | -3.9% | +3.0% |
| 7D | +9.1% | +16.6% | -7.5% | +6.6% |
| 30D | +14.8% | +6.6% | +8.2% | +13.4% |
| 3M | +21.2% | -17.5% | +38.6% | +24.0% |
| 6M | +18.3% | -33.8% | +52.1% | +24.7% |
| YTD | +5.4% | -34.4% | +39.7% | +9.5% |
| 1Y | +8.3% | -25.0% | +33.2% | +6.5% |
| All | +8.3% | -25.8% | +34.1% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling