+916.1%
WDC vs QXO
-70.1%
+986.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -4.3% | -7.8% | +3.5% | -4.1% |
| 30D | -1.5% | -18.1% | +16.6% | -1.0% |
| 3M | -15.5% | -25.8% | +10.3% | -14.9% |
| 6M | +66.5% | -41.7% | +108.2% | +68.4% |
| YTD | +159.9% | -36.2% | +196.0% | +162.5% |
| 1Y | +366.0% | -42.1% | +408.1% | +371.2% |
| 3Y | +1,285.8% | -46.2% | +1,332.0% | +1,302.4% |
| All | +916.1% | -70.1% | +986.2% | +882.3% |
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 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