-70.8%
QXO vs PRU
+44.9%
-115.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.1% |
| 7D | -7.8% | -2.3% | -5.5% | -7.0% |
| 30D | -18.1% | -1.7% | -16.4% | -17.6% |
| 3M | -25.8% | +13.2% | -39.0% | -29.6% |
| 6M | -41.7% | +28.8% | -70.5% | -47.4% |
| YTD | -36.2% | +9.8% | -46.0% | -38.8% |
| 1Y | -42.1% | +17.4% | -59.5% | -45.7% |
| 3Y | -46.2% | +44.9% | -91.1% | -54.4% |
| All | -70.8% | +44.9% | -115.7% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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