+20.3%
JPM vs QXO
-34.8%
+55.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | +0.3% | -1.3% | +1.5% | +0.4% |
| 30D | -0.2% | -16.0% | +15.9% | +1.5% |
| 3M | +15.9% | -17.7% | +33.6% | +17.4% |
| 6M | +20.9% | -42.6% | +63.6% | +26.0% |
| YTD | +12.9% | -30.8% | +43.7% | +15.2% |
| 1Y | +20.3% | -35.3% | +55.6% | +20.9% |
| All | +20.3% | -34.8% | +55.1% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling