+14.8%
SHEL vs QXO
-43.6%
+58.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.7% | 0.0% |
| 7D | +3.9% | -8.7% | +12.6% | +2.9% |
| 30D | +7.0% | -21.0% | +27.9% | +4.3% |
| 3M | +12.5% | -18.4% | +30.9% | +10.3% |
| 6M | +14.8% | -43.0% | +57.8% | +10.7% |
| All | +14.8% | -43.6% | +58.4% | +10.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling