+34.5%
QXO vs Z
-2.5%
+36.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.0% | -3.8% | -0.5% |
| 7D | -7.8% | -6.0% | -1.7% | -6.8% |
| 30D | -18.1% | -2.3% | -15.8% | -17.9% |
| 3M | -25.8% | -0.6% | -25.1% | -25.9% |
| 6M | -41.7% | -27.6% | -14.1% | -38.7% |
| YTD | -36.2% | -52.4% | +16.2% | -28.5% |
| 1Y | -42.1% | -63.6% | +21.5% | -32.2% |
| 3Y | -46.2% | -36.4% | -9.8% | -44.5% |
| 5Y | -70.7% | -64.6% | -6.1% | -68.2% |
| All | +34.5% | -2.5% | +36.9% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling