+63.9%
META vs QXO
-68.5%
+132.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | +6.0% | +2.9% | +3.2% | +6.0% |
| 30D | +3.6% | -18.0% | +21.6% | +3.9% |
| 3M | +4.9% | -14.7% | +19.6% | +5.0% |
| 6M | -4.7% | -39.2% | +34.5% | -4.3% |
| YTD | -6.9% | -31.3% | +24.4% | -6.6% |
| 1Y | -18.2% | -39.7% | +21.5% | -17.9% |
| 3Y | +107.8% | -41.5% | +149.3% | +101.3% |
| 5Y | +63.9% | -67.0% | +130.9% | +59.6% |
| All | +63.9% | -68.5% | +132.4% | +59.6% |
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