-40.7%
DIS vs QXO
-70.4%
+29.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +1.6% |
| 7D | -1.3% | -8.7% | +7.4% | -1.1% |
| 30D | +2.2% | -21.0% | +23.2% | +2.5% |
| 3M | +8.1% | -18.4% | +26.5% | +8.3% |
| 6M | +5.2% | -43.0% | +48.3% | +5.8% |
| YTD | -6.3% | -36.3% | +30.0% | -5.9% |
| 1Y | -7.3% | -42.8% | +35.5% | -6.8% |
| 3Y | +33.8% | -45.8% | +79.5% | +29.8% |
| 5Y | -40.7% | -70.8% | +30.0% | -43.4% |
| All | -40.7% | -70.4% | +29.6% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling