-8.6%
QXO vs PSX
+1,047.4%
-1,055.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.2% |
| 7D | -8.7% | +1.5% | -10.2% | -8.9% |
| 30D | -21.0% | +15.8% | -36.8% | -23.0% |
| 3M | -18.4% | +43.0% | -61.4% | -23.7% |
| 6M | -43.0% | +61.1% | -104.1% | -48.3% |
| YTD | -36.3% | +104.5% | -140.8% | -44.7% |
| 1Y | -42.8% | +102.5% | -145.3% | -50.4% |
| 3Y | -45.8% | +133.5% | -179.2% | -56.5% |
| 5Y | -70.8% | +367.0% | -437.7% | -80.3% |
| 10Y | +36.3% | +382.3% | -346.0% | -10.8% |
| All | -8.6% | +1,047.4% | -1,055.9% | -49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling