+1.7%
OXY vs QXO
-47.1%
+48.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.8% | -7.8% | +10.6% | +2.8% |
| 30D | +5.5% | -18.1% | +23.5% | +5.3% |
| 3M | +11.3% | -25.8% | +37.1% | +11.1% |
| 6M | +11.6% | -41.7% | +53.3% | +11.4% |
| YTD | +51.6% | -36.2% | +87.7% | +51.3% |
| 1Y | +36.2% | -42.1% | +78.3% | +35.9% |
| 3Y | +1.7% | -46.2% | +47.9% | +3.7% |
| All | +1.7% | -47.1% | +48.8% | +3.7% |
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 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