+240.6%
XOM vs QXO
-8.6%
+249.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +0.6% |
| 7D | +1.9% | -8.7% | +10.6% | +1.9% |
| 30D | +4.1% | -21.0% | +25.0% | +4.2% |
| 3M | +10.4% | -18.4% | +28.8% | +10.5% |
| 6M | +13.0% | -43.0% | +56.1% | +13.3% |
| YTD | +40.1% | -36.3% | +76.3% | +40.3% |
| 1Y | +51.1% | -42.8% | +93.9% | +51.4% |
| 3Y | +57.7% | -45.8% | +103.5% | +55.0% |
| 5Y | +264.7% | -70.8% | +335.5% | +258.7% |
| 10Y | +193.1% | +36.3% | +156.8% | +185.4% |
| All | +240.6% | -8.6% | +249.1% | +222.8% |
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