+43.6%
UNP vs QXO
-47.1%
+90.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -1.8% | -7.8% | +6.0% | -1.7% |
| 30D | -2.7% | -18.1% | +15.4% | -2.6% |
| 3M | +6.5% | -25.8% | +32.3% | +6.7% |
| 6M | +14.4% | -41.7% | +56.1% | +14.8% |
| YTD | +24.8% | -36.2% | +61.0% | +25.1% |
| 1Y | +34.4% | -42.1% | +76.5% | +34.8% |
| 3Y | +43.6% | -46.2% | +89.7% | +40.3% |
| All | +43.6% | -47.1% | +90.7% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling