-70.8%
QXO vs VALE
+40.3%
-111.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -7.8% | -0.3% | -7.5% | -7.8% |
| 30D | -18.1% | +8.6% | -26.7% | -18.4% |
| 3M | -25.8% | +2.0% | -27.7% | -25.9% |
| 6M | -41.7% | +2.1% | -43.8% | -41.8% |
| YTD | -36.2% | +20.2% | -56.4% | -35.6% |
| 1Y | -42.1% | +55.2% | -97.3% | -40.5% |
| 3Y | -46.2% | +45.9% | -92.0% | -47.9% |
| All | -70.8% | +40.3% | -111.1% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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