+7,347.1%
SHOP vs QXO
-28.6%
+7,375.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | -0.1% |
| 7D | -13.2% | -8.7% | -4.5% | -13.0% |
| 30D | -17.0% | -21.0% | +3.9% | -16.5% |
| 3M | +17.0% | -18.4% | +35.4% | +17.5% |
| 6M | -2.1% | -43.0% | +40.9% | -0.9% |
| YTD | -21.4% | -36.3% | +14.9% | -20.7% |
| 1Y | -11.0% | -42.8% | +31.8% | -10.0% |
| 3Y | +100.9% | -45.8% | +146.7% | +89.2% |
| 5Y | -14.7% | -70.8% | +56.1% | -19.7% |
| 10Y | +2,984.8% | +36.3% | +2,948.5% | +2,820.9% |
| All | +7,347.1% | -28.6% | +7,375.6% | +8,379.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling