+82.4%
ORCL vs QXO
-70.4%
+152.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.3% | -2.1% | -5.3% |
| 7D | -0.7% | -8.7% | +8.0% | -0.5% |
| 30D | +5.1% | -21.0% | +26.1% | +5.6% |
| 3M | -23.7% | -18.4% | -5.4% | -23.5% |
| 6M | +3.1% | -43.0% | +46.1% | +4.0% |
| YTD | -20.8% | -36.3% | +15.5% | -20.3% |
| 1Y | -52.9% | -42.8% | -10.1% | -52.5% |
| 3Y | +25.4% | -45.8% | +71.2% | +23.8% |
| 5Y | +82.4% | -70.8% | +153.2% | +85.9% |
| All | +82.4% | -70.4% | +152.8% | +85.9% |
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