-5.4%
QXO vs PTC
+520.6%
-526.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -3.4% |
| 7D | -3.9% | -13.6% | +9.7% | -1.0% |
| 30D | -17.4% | -14.7% | -2.7% | -14.7% |
| 3M | -22.5% | -5.9% | -16.6% | -22.2% |
| 6M | -41.4% | -21.1% | -20.3% | -39.0% |
| YTD | -34.1% | -26.0% | -8.1% | -30.6% |
| 1Y | -40.8% | -36.8% | -4.0% | -35.3% |
| 3Y | -43.9% | -10.3% | -33.6% | -43.7% |
| 5Y | -69.6% | +1.2% | -70.8% | -70.6% |
| 10Y | +41.0% | +198.3% | -157.3% | +12.0% |
| All | -5.4% | +520.6% | -526.0% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling