+1,619.9%
MS vs QXO
-0.7%
+1,620.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +1.4% | -1.3% | +2.6% | +1.4% |
| 30D | -0.3% | -16.0% | +15.8% | -0.1% |
| 3M | +0.3% | -17.7% | +18.0% | +0.4% |
| 6M | +31.3% | -42.6% | +73.9% | +31.9% |
| YTD | +24.7% | -30.8% | +55.5% | +24.9% |
| 1Y | +47.9% | -35.3% | +83.2% | +48.3% |
| 3Y | +178.3% | -46.3% | +224.6% | +172.9% |
| 5Y | +144.9% | -69.2% | +214.1% | +140.1% |
| 10Y | +804.5% | +62.1% | +742.4% | +770.9% |
| All | +1,619.9% | -0.7% | +1,620.6% | +1,466.0% |
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