+93.3%
HAL vs QXO
-70.1%
+163.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -3.3% | -7.8% | +4.5% | -3.2% |
| 30D | +8.2% | -18.1% | +26.3% | +8.4% |
| 3M | -9.4% | -25.8% | +16.3% | -9.1% |
| 6M | +0.6% | -41.7% | +42.4% | +1.3% |
| YTD | +28.6% | -36.2% | +64.8% | +29.2% |
| 1Y | +63.9% | -42.1% | +106.0% | +64.8% |
| 3Y | -7.1% | -46.2% | +39.0% | -10.6% |
| All | +93.3% | -70.1% | +163.5% | +85.1% |
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