-14.9%
PEP vs QXO
-47.2%
+32.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | 0.0% |
| 7D | -1.4% | -8.7% | +7.3% | -1.3% |
| 30D | -0.2% | -21.0% | +20.7% | -0.1% |
| 3M | -4.3% | -18.4% | +14.1% | -4.3% |
| 6M | -13.2% | -43.0% | +29.8% | -13.1% |
| YTD | -1.9% | -36.3% | +34.4% | -1.8% |
| 1Y | -0.3% | -42.8% | +42.5% | -0.2% |
| All | -14.9% | -47.2% | +32.3% | -16.0% |
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 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