-70.8%
QXO vs JBL
+409.3%
-480.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.9% | -1.1% |
| 7D | -7.8% | +2.4% | -10.2% | -8.4% |
| 30D | -18.1% | -13.1% | -5.0% | -15.3% |
| 3M | -25.8% | -15.6% | -10.2% | -23.0% |
| 6M | -41.7% | +24.6% | -66.3% | -44.5% |
| YTD | -36.2% | +39.6% | -75.8% | -40.8% |
| 1Y | -42.1% | +48.6% | -90.7% | -47.0% |
| 3Y | -46.2% | +197.3% | -243.4% | -57.8% |
| All | -70.8% | +409.3% | -480.2% | -82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling