+15.9%
EWZ vs QXO
-0.7%
+16.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | +6.5% | -1.3% | +7.8% | +6.5% |
| 30D | +4.8% | -16.0% | +20.9% | +5.0% |
| 3M | +9.9% | -17.7% | +27.6% | +10.0% |
| 6M | +1.9% | -42.6% | +44.6% | +2.3% |
| YTD | +20.3% | -30.8% | +51.1% | +20.6% |
| 1Y | +35.6% | -35.3% | +70.9% | +35.9% |
| 3Y | +43.4% | -46.3% | +89.7% | +41.3% |
| 5Y | +55.9% | -69.2% | +125.1% | +53.8% |
| 10Y | +84.2% | +62.1% | +22.0% | +78.2% |
| All | +15.9% | -0.7% | +16.6% | +8.5% |
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