+34.5%
QXO vs PH
+820.2%
-785.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | -7.8% | -1.3% | -6.5% | -7.5% |
| 30D | -18.1% | -11.0% | -7.1% | -15.8% |
| 3M | -25.8% | +5.5% | -31.3% | -26.7% |
| 6M | -41.7% | +1.5% | -43.2% | -41.8% |
| YTD | -36.2% | +8.8% | -45.0% | -37.0% |
| 1Y | -42.1% | +24.5% | -66.6% | -44.3% |
| 3Y | -46.2% | +141.2% | -187.3% | -54.2% |
| 5Y | -70.7% | +256.3% | -327.0% | -77.3% |
| All | +34.5% | +820.2% | -785.7% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling