+263.2%
WMB vs QXO
-70.1%
+333.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.8% | -7.8% | +6.0% | -1.7% |
| 30D | -1.2% | -18.1% | +16.9% | -1.1% |
| 3M | +2.5% | -25.8% | +28.2% | +2.5% |
| 6M | -0.7% | -41.7% | +41.1% | -0.6% |
| YTD | +23.0% | -36.2% | +59.2% | +23.0% |
| 1Y | +26.7% | -42.1% | +68.8% | +26.7% |
| 3Y | +140.2% | -46.2% | +186.3% | +137.4% |
| All | +263.2% | -70.1% | +333.3% | +259.9% |
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 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