+140.1%
WMB vs QXO
-47.2%
+187.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.3% | +0.2% | -3.1% |
| 7D | -1.7% | -8.7% | +7.0% | -1.7% |
| 30D | +0.7% | -21.0% | +21.7% | +0.6% |
| 3M | +1.5% | -18.4% | +19.9% | +1.5% |
| 6M | +0.1% | -43.0% | +43.1% | -0.1% |
| YTD | +22.9% | -36.3% | +59.2% | +22.8% |
| 1Y | +27.9% | -42.8% | +70.6% | +27.7% |
| All | +140.1% | -47.2% | +187.2% | +141.7% |
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