-53.1%
FISV vs QXO
-70.1%
+17.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.3% | +5.4% |
| 7D | -2.7% | -7.8% | +5.1% | -2.6% |
| 30D | 0.0% | -18.1% | +18.1% | +0.3% |
| 3M | -2.8% | -25.8% | +23.0% | -2.5% |
| 6M | -11.8% | -41.7% | +29.9% | -11.3% |
| YTD | -23.2% | -36.2% | +13.0% | -22.9% |
| 1Y | -62.0% | -42.1% | -19.9% | -61.8% |
| 3Y | -57.6% | -46.2% | -11.5% | -58.3% |
| All | -53.1% | -70.1% | +17.0% | -53.5% |
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 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