-42.1%
QXO vs PSX
+103.3%
-145.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -7.8% | +1.7% | -9.5% | -7.6% |
| 30D | -18.1% | +15.6% | -33.7% | -17.0% |
| 3M | -25.8% | +46.5% | -72.2% | -24.5% |
| 6M | -41.7% | +55.0% | -96.7% | -42.7% |
| YTD | -36.2% | +105.3% | -141.5% | -47.3% |
| 1Y | -42.1% | +101.6% | -143.7% | -51.8% |
| All | -42.1% | +103.3% | -145.3% | -51.8% |
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