+11.3%
SBUX vs QXO
-47.1%
+58.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -5.5% | -7.8% | +2.3% | -5.4% |
| 30D | -8.5% | -18.1% | +9.6% | -8.3% |
| 3M | -2.9% | -25.8% | +22.8% | -2.7% |
| 6M | -1.5% | -41.7% | +40.2% | -1.2% |
| YTD | +19.4% | -36.2% | +55.6% | +19.8% |
| 1Y | +22.9% | -42.1% | +65.0% | +23.3% |
| 3Y | +11.3% | -46.2% | +57.4% | +11.0% |
| All | +11.3% | -47.1% | +58.4% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 3y: compounded portfolio wealth divided by compounded QXO 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…
3y analysis · Full analysis span regression · 6 months rolling