+2,379.7%
TER vs QXO
-5.4%
+2,385.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.2% | +3.2% |
| 7D | +12.4% | -3.9% | +16.2% | +12.4% |
| 30D | +5.1% | -17.4% | +22.5% | +5.5% |
| 3M | +4.0% | -22.5% | +26.5% | +4.4% |
| 6M | +29.5% | -41.4% | +70.9% | +30.7% |
| YTD | +98.5% | -34.1% | +132.6% | +99.9% |
| 1Y | +234.1% | -40.8% | +274.9% | +236.9% |
| 3Y | +289.0% | -43.9% | +332.9% | +280.3% |
| 5Y | +228.2% | -69.6% | +297.8% | +221.1% |
| 10Y | +1,895.7% | +41.0% | +1,854.7% | +1,811.6% |
| All | +2,379.7% | -5.4% | +2,385.1% | +2,234.6% |
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