+216.0%
CVS vs QXO
-8.6%
+224.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.3% | +3.2% | -0.1% |
| 7D | -2.0% | -8.7% | +6.7% | -2.0% |
| 30D | +1.9% | -21.0% | +22.9% | +1.9% |
| 3M | -2.2% | -18.4% | +16.2% | -2.2% |
| 6M | +26.7% | -43.0% | +69.8% | +26.8% |
| YTD | +22.9% | -36.3% | +59.2% | +22.9% |
| 1Y | +32.9% | -42.8% | +75.7% | +33.0% |
| 3Y | +62.3% | -45.8% | +108.1% | +61.9% |
| 5Y | +34.2% | -70.8% | +105.0% | +33.9% |
| 10Y | +41.8% | +36.3% | +5.5% | +41.4% |
| All | +216.0% | -8.6% | +224.5% | +235.4% |
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 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