+31.3%
XLP vs QXO
-68.0%
+99.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -1.1% |
| 7D | -2.9% | -3.9% | +1.0% | -2.9% |
| 30D | -2.2% | -17.4% | +15.1% | -2.1% |
| 3M | -0.6% | -22.5% | +21.9% | -0.5% |
| 6M | -2.2% | -41.4% | +39.2% | -2.0% |
| YTD | +8.3% | -34.1% | +42.4% | +8.4% |
| 1Y | +5.7% | -40.8% | +46.6% | +5.9% |
| 3Y | +25.7% | -43.9% | +69.6% | +25.1% |
| 5Y | +31.3% | -69.6% | +100.9% | +32.7% |
| All | +31.3% | -68.0% | +99.3% | +32.7% |
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 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