-8.6%
QXO vs XOP
+17.4%
-25.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | -8.7% | +1.6% | -10.3% | -8.9% |
| 30D | -21.0% | +9.6% | -30.6% | -22.0% |
| 3M | -18.4% | +16.9% | -35.3% | -20.5% |
| 6M | -43.0% | +24.0% | -67.1% | -45.4% |
| YTD | -36.3% | +56.2% | -92.5% | -41.2% |
| 1Y | -42.8% | +51.8% | -94.6% | -47.0% |
| 3Y | -45.8% | +37.0% | -82.7% | -49.8% |
| 5Y | -70.8% | +163.4% | -234.2% | -76.0% |
| 10Y | +36.3% | +56.6% | -20.3% | +6.8% |
| All | -8.6% | +17.4% | -25.9% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling