+405.2%
WMB vs QXO
-1.4%
+406.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.3% |
| 7D | +0.8% | +2.9% | -2.1% | +0.8% |
| 30D | +7.7% | -18.0% | +25.7% | +7.8% |
| 3M | +6.7% | -14.7% | +21.4% | +6.8% |
| 6M | +3.6% | -39.2% | +42.9% | +3.8% |
| YTD | +28.0% | -31.3% | +59.3% | +28.1% |
| 1Y | +37.6% | -39.7% | +77.3% | +37.8% |
| 3Y | +149.0% | -41.5% | +190.6% | +144.6% |
| 5Y | +285.3% | -67.0% | +352.3% | +278.7% |
| 10Y | +302.1% | +44.7% | +257.3% | +289.8% |
| All | +405.2% | -1.4% | +406.6% | +352.2% |
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