-25.0%
QXO vs JBL
+20.8%
-45.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.8% | +12.9% | +9.9% |
| 7D | +16.6% | -11.1% | +27.7% | +21.6% |
| 30D | +6.6% | -14.1% | +20.6% | +12.7% |
| 3M | -17.5% | -23.9% | +6.5% | -9.0% |
| 6M | -33.8% | -24.1% | -9.7% | -27.7% |
| YTD | -34.4% | +13.5% | -47.8% | -38.1% |
| 1Y | -25.0% | +23.7% | -48.7% | -33.2% |
| All | -25.0% | +20.8% | -45.8% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling