-1.4%
QXO vs PRU
+259.0%
-260.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | -0.2% |
| 7D | +2.9% | +1.9% | +1.0% | +2.4% |
| 30D | -18.0% | -0.4% | -17.6% | -17.9% |
| 3M | -14.7% | +16.4% | -31.2% | -18.0% |
| 6M | -39.2% | +26.0% | -65.3% | -42.6% |
| YTD | -31.3% | +9.9% | -41.2% | -32.9% |
| 1Y | -39.7% | +18.8% | -58.4% | -42.0% |
| 3Y | -41.5% | +45.3% | -86.9% | -47.0% |
| 5Y | -67.0% | +45.6% | -112.6% | -70.5% |
| 10Y | +44.7% | +139.6% | -94.9% | +11.4% |
| All | -1.4% | +259.0% | -260.4% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling