-42.1%
QXO vs OKE
+40.5%
-82.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | +0.5% |
| 7D | -7.8% | +1.2% | -9.0% | -7.3% |
| 30D | -18.1% | +4.5% | -22.6% | -16.6% |
| 3M | -25.8% | +9.6% | -35.4% | -22.5% |
| 6M | -41.7% | +15.4% | -57.1% | -39.8% |
| YTD | -36.2% | +36.5% | -72.6% | -36.1% |
| 1Y | -42.1% | +39.0% | -81.1% | -42.3% |
| All | -42.1% | +40.5% | -82.6% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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