+2,166.4%
FIX vs QXO
-68.0%
+2,234.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | -2.0% |
| 7D | +3.5% | -3.9% | +7.4% | +3.6% |
| 30D | -3.5% | -17.4% | +13.8% | -3.3% |
| 3M | -11.8% | -22.5% | +10.7% | -11.5% |
| 6M | +17.8% | -41.4% | +59.2% | +18.3% |
| YTD | +73.3% | -34.1% | +107.4% | +74.0% |
| 1Y | +128.1% | -40.8% | +168.9% | +129.0% |
| 3Y | +772.7% | -43.9% | +816.6% | +787.5% |
| 5Y | +2,166.4% | -69.6% | +2,236.0% | +2,196.1% |
| All | +2,166.4% | -68.0% | +2,234.5% | +2,196.1% |
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