-70.8%
QXO vs PTC
+4.1%
-74.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.3% |
| 7D | -7.8% | -7.3% | -0.5% | -5.9% |
| 30D | -18.1% | -11.6% | -6.5% | -15.5% |
| 3M | -25.8% | +10.5% | -36.2% | -28.4% |
| 6M | -41.7% | -17.8% | -23.9% | -38.8% |
| YTD | -36.2% | -24.9% | -11.3% | -31.0% |
| 1Y | -42.1% | -36.8% | -5.3% | -33.2% |
| 3Y | -46.2% | -8.7% | -37.4% | -47.0% |
| All | -70.8% | +4.1% | -74.9% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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