+18.2%
EWZ vs QXO
-1.4%
+19.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.0% |
| 7D | +5.6% | +2.9% | +2.7% | +5.6% |
| 30D | +9.3% | -18.0% | +27.3% | +9.4% |
| 3M | +15.7% | -14.7% | +30.4% | +15.8% |
| 6M | +7.4% | -39.2% | +46.7% | +7.8% |
| YTD | +22.7% | -31.3% | +54.0% | +23.0% |
| 1Y | +36.4% | -39.7% | +76.1% | +36.8% |
| 3Y | +50.4% | -41.5% | +91.9% | +48.1% |
| 5Y | +67.6% | -67.0% | +134.6% | +65.2% |
| 10Y | +84.1% | +44.7% | +39.3% | +78.2% |
| All | +18.2% | -1.4% | +19.7% | +10.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling