-67.9%
XYZ vs QXO
-70.1%
+2.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -4.3% | -7.8% | +3.5% | -4.0% |
| 30D | +1.2% | -18.1% | +19.3% | +2.0% |
| 3M | +14.6% | -25.8% | +40.4% | +15.9% |
| 6M | +22.6% | -41.7% | +64.3% | +24.9% |
| YTD | +21.7% | -36.2% | +57.9% | +23.5% |
| 1Y | +6.7% | -42.1% | +48.8% | +8.6% |
| 3Y | +46.8% | -46.2% | +93.0% | +30.0% |
| All | -67.9% | -70.1% | +2.2% | -71.7% |
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