+32.1%
ORCL vs QXO
-45.4%
+77.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.5% | -0.5% |
| 7D | +10.9% | -3.9% | +14.8% | +11.0% |
| 30D | +7.0% | -17.4% | +24.4% | +7.3% |
| 3M | -21.2% | -22.5% | +1.3% | -20.9% |
| 6M | +7.4% | -41.4% | +48.8% | +8.1% |
| YTD | -16.3% | -34.1% | +17.8% | -15.8% |
| 1Y | -32.3% | -40.8% | +8.5% | -31.9% |
| All | +32.1% | -45.4% | +77.5% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling