-35.3%
QXO vs PSX
+101.0%
-136.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.3% | +4.5% | -5.8% | -0.8% |
| 30D | -16.0% | +26.6% | -42.6% | -14.2% |
| 3M | -17.7% | +39.3% | -57.0% | -16.0% |
| 6M | -42.6% | +56.8% | -99.4% | -44.6% |
| YTD | -30.8% | +101.8% | -132.6% | -42.4% |
| 1Y | -35.3% | +99.6% | -134.9% | -45.5% |
| All | -35.3% | +101.0% | -136.4% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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