-8.4%
QXO vs EVRG
+405.4%
-413.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.2% | +0.2% |
| 7D | -7.8% | +0.1% | -7.9% | -7.8% |
| 30D | -18.1% | -1.2% | -16.9% | -18.3% |
| 3M | -25.8% | -0.6% | -25.1% | -25.8% |
| 6M | -41.7% | +2.4% | -44.1% | -41.4% |
| YTD | -36.2% | +15.5% | -51.6% | -33.5% |
| 1Y | -42.1% | +16.8% | -58.9% | -39.4% |
| 3Y | -46.2% | +75.0% | -121.2% | -34.6% |
| 5Y | -70.7% | +49.3% | -120.1% | -65.4% |
| 10Y | +36.5% | +113.5% | -76.9% | +80.5% |
| All | -8.4% | +405.4% | -413.8% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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