+184.2%
DIS vs QXO
-0.7%
+184.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -2.6% | -1.3% | -1.3% | -2.6% |
| 30D | +3.5% | -16.0% | +19.5% | +3.6% |
| 3M | +6.8% | -17.7% | +24.6% | +6.9% |
| 6M | +3.0% | -42.6% | +45.6% | +3.2% |
| YTD | -6.7% | -30.8% | +24.1% | -6.6% |
| 1Y | -10.1% | -35.3% | +25.2% | -10.0% |
| 3Y | +33.0% | -46.3% | +79.3% | +32.3% |
| 5Y | -40.0% | -69.2% | +29.2% | -40.4% |
| 10Y | +21.1% | +62.1% | -41.1% | +20.5% |
| All | +184.2% | -0.7% | +184.9% | +197.5% |
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 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