+542.4%
LITE vs QXO
-61.6%
+604.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.8% |
| 7D | -13.9% | +17.3% | -31.2% | -14.3% |
| 30D | -46.9% | +27.0% | -73.9% | -47.3% |
| 3M | -28.0% | -10.7% | -17.3% | -27.9% |
| 6M | -35.2% | -26.8% | -8.4% | -34.8% |
| YTD | +58.9% | -28.8% | +87.7% | +59.7% |
| 1Y | +125.3% | -25.4% | +150.7% | +126.3% |
| 3Y | +1,344.4% | -42.9% | +1,387.4% | +1,320.5% |
| All | +542.4% | -61.6% | +604.0% | +513.6% |
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 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