+31.5%
OXY vs QXO
-34.8%
+66.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.1% |
| 7D | +1.6% | -1.3% | +2.8% | +1.4% |
| 30D | +11.6% | -16.0% | +27.6% | +9.1% |
| 3M | +2.8% | -17.7% | +20.6% | +1.3% |
| 6M | +13.0% | -42.6% | +55.7% | +10.4% |
| YTD | +47.4% | -30.8% | +78.2% | +45.2% |
| 1Y | +31.5% | -35.3% | +66.8% | +23.7% |
| All | +31.5% | -34.8% | +66.3% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling