+43.2%
TER vs QXO
-25.8%
+69.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.1% | -14.9% | -9.8% |
| 7D | -19.9% | +16.6% | -36.4% | -24.9% |
| 30D | -43.5% | +6.6% | -50.1% | -45.5% |
| 3M | -37.8% | -17.5% | -20.3% | -33.1% |
| 6M | -25.6% | -33.8% | +8.2% | -11.7% |
| YTD | +29.8% | -34.4% | +64.2% | +50.6% |
| 1Y | +43.2% | -25.0% | +68.1% | +59.9% |
| All | +43.2% | -25.8% | +69.0% | +59.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling