-0.7%
PFE vs QXO
-45.4%
+44.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | 0.0% |
| 7D | -4.3% | -3.9% | -0.4% | -4.3% |
| 30D | +2.7% | -17.4% | +20.1% | +2.8% |
| 3M | +10.0% | -22.5% | +32.5% | +10.1% |
| 6M | +7.2% | -41.4% | +48.6% | +7.4% |
| YTD | +17.3% | -34.1% | +51.4% | +17.5% |
| 1Y | +20.3% | -40.8% | +61.1% | +20.5% |
| All | -0.7% | -45.4% | +44.6% | -4.7% |
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