+1,407.1%
XLK vs QXO
-8.4%
+1,415.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | +0.2% | -7.8% | +8.0% | +0.3% |
| 30D | -0.6% | -18.1% | +17.5% | -0.5% |
| 3M | +2.6% | -25.8% | +28.3% | +2.7% |
| 6M | +34.0% | -41.7% | +75.7% | +34.4% |
| YTD | +30.7% | -36.2% | +66.9% | +31.0% |
| 1Y | +39.2% | -42.1% | +81.3% | +39.6% |
| 3Y | +120.4% | -46.2% | +166.6% | +117.8% |
| 5Y | +148.8% | -70.7% | +219.5% | +145.8% |
| 10Y | +803.3% | +36.5% | +766.8% | +786.8% |
| All | +1,407.1% | -8.4% | +1,415.5% | +1,404.5% |
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