+133.6%
SLB vs QXO
-70.4%
+203.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.8% |
| 7D | -2.4% | -8.7% | +6.3% | -2.3% |
| 30D | +4.9% | -21.0% | +25.8% | +5.3% |
| 3M | +1.4% | -18.4% | +19.8% | +1.7% |
| 6M | +17.6% | -43.0% | +60.7% | +18.6% |
| YTD | +48.3% | -36.3% | +84.6% | +49.3% |
| 1Y | +58.7% | -42.8% | +101.5% | +59.9% |
| 3Y | +0.6% | -45.8% | +46.3% | -3.2% |
| 5Y | +133.6% | -70.8% | +204.3% | +124.9% |
| All | +133.6% | -70.4% | +203.9% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling