+141.6%
PFE vs QXO
-1.4%
+143.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.3% |
| 7D | -2.7% | +2.9% | -5.5% | -2.7% |
| 30D | +3.8% | -18.0% | +21.9% | +3.9% |
| 3M | +10.4% | -14.7% | +25.1% | +10.4% |
| 6M | +6.3% | -39.2% | +45.5% | +6.3% |
| YTD | +17.4% | -31.3% | +48.7% | +17.4% |
| 1Y | +21.1% | -39.7% | +60.8% | +21.1% |
| 3Y | -1.6% | -41.5% | +39.9% | -1.6% |
| 5Y | -22.2% | -67.0% | +44.8% | -22.1% |
| 10Y | +32.9% | +44.7% | -11.9% | +33.9% |
| All | +141.6% | -1.4% | +143.0% | +148.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling