+268.3%
KO vs QXO
-8.6%
+276.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +0.3% |
| 7D | -1.1% | -8.7% | +7.6% | -1.1% |
| 30D | +1.6% | -21.0% | +22.5% | +1.6% |
| 3M | +5.8% | -18.4% | +24.1% | +5.8% |
| 6M | +14.3% | -43.0% | +57.3% | +14.3% |
| YTD | +27.3% | -36.3% | +63.6% | +27.3% |
| 1Y | +33.2% | -42.8% | +76.0% | +33.2% |
| 3Y | +64.5% | -45.8% | +110.2% | +64.5% |
| 5Y | +83.1% | -70.8% | +153.9% | +83.1% |
| 10Y | +183.9% | +36.3% | +147.6% | +184.7% |
| All | +268.3% | -8.6% | +276.9% | +273.6% |
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