-35.3%
QXO vs JBL
+52.3%
-87.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.5% |
| 7D | -1.3% | +3.0% | -4.3% | -2.5% |
| 30D | -16.0% | -8.3% | -7.8% | -13.4% |
| 3M | -17.7% | -16.9% | -0.8% | -12.1% |
| 6M | -42.6% | +21.8% | -64.4% | -47.2% |
| YTD | -30.8% | +36.3% | -67.1% | -38.3% |
| 1Y | -35.3% | +49.5% | -84.8% | -44.9% |
| All | -35.3% | +52.3% | -87.7% | -44.9% |
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