+617.8%
UNP vs QXO
-8.6%
+626.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.7% | +0.4% |
| 7D | -1.2% | -8.7% | +7.5% | -1.1% |
| 30D | -2.0% | -21.0% | +19.0% | -1.9% |
| 3M | +7.5% | -18.4% | +25.9% | +7.6% |
| 6M | +15.3% | -43.0% | +58.4% | +15.6% |
| YTD | +25.4% | -36.3% | +61.7% | +25.6% |
| 1Y | +35.6% | -42.8% | +78.4% | +35.8% |
| 3Y | +44.1% | -45.8% | +89.9% | +42.8% |
| 5Y | +54.0% | -70.8% | +124.7% | +52.5% |
| 10Y | +283.9% | +36.3% | +247.6% | +277.5% |
| All | +617.8% | -8.6% | +626.3% | +597.9% |
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 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