+2.9%
PEP vs QXO
-70.1%
+73.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -1.0% | -7.8% | +6.8% | -0.9% |
| 30D | -0.7% | -18.1% | +17.4% | -0.6% |
| 3M | -4.1% | -25.8% | +21.6% | -4.1% |
| 6M | -13.1% | -41.7% | +28.6% | -12.9% |
| YTD | -2.1% | -36.2% | +34.1% | -2.0% |
| 1Y | -1.7% | -42.1% | +40.4% | -1.5% |
| 3Y | -15.1% | -46.2% | +31.1% | -15.8% |
| All | +2.9% | -70.1% | +73.1% | +4.2% |
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