-70.8%
QXO vs XOP
+158.8%
-229.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | -7.8% | +2.6% | -10.4% | -8.1% |
| 30D | -18.1% | +9.6% | -27.7% | -19.0% |
| 3M | -25.8% | +20.4% | -46.1% | -27.7% |
| 6M | -41.7% | +19.9% | -61.6% | -43.9% |
| YTD | -36.2% | +56.4% | -92.6% | -42.0% |
| 1Y | -42.1% | +52.4% | -94.5% | -47.2% |
| 3Y | -46.2% | +39.9% | -86.0% | -51.2% |
| All | -70.8% | +158.8% | -229.6% | -79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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