-35.3%
QXO vs XEL
+7.2%
-42.5%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -1.3% | -1.0% | -0.3% | -0.9% |
| 30D | -16.0% | -1.9% | -14.1% | -15.5% |
| 3M | -17.7% | -1.9% | -15.8% | -17.1% |
| 6M | -42.6% | -7.4% | -35.2% | -41.5% |
| YTD | -30.8% | +4.1% | -34.8% | -29.1% |
| 1Y | -35.3% | +8.0% | -43.4% | -31.2% |
| All | -35.3% | +7.2% | -42.5% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling