-46.2%
QXO vs JCI
+165.4%
-211.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.1% | -1.0% |
| 7D | -7.8% | +0.7% | -8.5% | -8.1% |
| 30D | -18.1% | -4.4% | -13.7% | -16.3% |
| 3M | -25.8% | +1.7% | -27.4% | -26.6% |
| 6M | -41.7% | +8.8% | -50.5% | -44.0% |
| YTD | -36.2% | +22.6% | -58.8% | -41.6% |
| 1Y | -42.1% | +36.2% | -78.3% | -49.4% |
| 3Y | -46.2% | +168.0% | -214.2% | -71.9% |
| All | -46.2% | +165.4% | -211.5% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling