-8.6%
QXO vs VALE
+65.5%
-74.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.2% |
| 7D | -8.7% | -0.2% | -8.5% | -8.7% |
| 30D | -21.0% | +9.7% | -30.7% | -21.8% |
| 3M | -18.4% | +5.3% | -23.7% | -18.9% |
| 6M | -43.0% | +0.5% | -43.6% | -43.0% |
| YTD | -36.3% | +20.6% | -56.9% | -37.4% |
| 1Y | -42.8% | +57.6% | -100.4% | -45.2% |
| 3Y | -45.8% | +50.6% | -96.3% | -48.2% |
| 5Y | -70.8% | +41.8% | -112.6% | -72.5% |
| 10Y | +36.3% | +515.1% | -478.8% | -0.1% |
| All | -8.6% | +65.5% | -74.1% | -29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling