-42.1%
QXO vs XEL
+7.7%
-49.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | -7.8% | -0.3% | -7.5% | -7.7% |
| 30D | -18.1% | -3.9% | -14.2% | -16.9% |
| 3M | -25.8% | -2.8% | -22.9% | -24.9% |
| 6M | -41.7% | -5.4% | -36.3% | -40.5% |
| YTD | -36.2% | +3.8% | -39.9% | -34.4% |
| 1Y | -42.1% | +6.8% | -48.9% | -38.2% |
| All | -42.1% | +7.7% | -49.8% | -38.2% |
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