+62.7%
MP vs QXO
-68.0%
+130.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.1% | -1.8% |
| 7D | -0.7% | -3.9% | +3.1% | -0.6% |
| 30D | -0.7% | -17.4% | +16.7% | +0.1% |
| 3M | 0.0% | -22.5% | +22.5% | +0.9% |
| 6M | -10.0% | -41.4% | +31.5% | -8.3% |
| YTD | +7.5% | -34.1% | +41.6% | +9.0% |
| 1Y | -14.0% | -40.8% | +26.8% | -12.6% |
| 3Y | +153.5% | -43.9% | +197.4% | +133.5% |
| 5Y | +62.7% | -69.6% | +132.3% | +53.9% |
| All | +62.7% | -68.0% | +130.8% | +53.9% |
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 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