+57.4%
XLE vs QXO
-47.2%
+104.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | -0.6% |
| 7D | +0.5% | -8.7% | +9.2% | +0.5% |
| 30D | +6.6% | -21.0% | +27.5% | +6.5% |
| 3M | +12.3% | -18.4% | +30.7% | +12.2% |
| 6M | +18.4% | -43.0% | +61.4% | +18.4% |
| YTD | +47.2% | -36.3% | +83.5% | +47.2% |
| 1Y | +50.3% | -42.8% | +93.1% | +50.2% |
| All | +57.4% | -47.2% | +104.5% | +58.4% |
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