+404.1%
HL vs QXO
-8.4%
+412.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -4.4% | -7.8% | +3.4% | -4.3% |
| 30D | +9.3% | -18.1% | +27.4% | +9.6% |
| 3M | +32.0% | -25.8% | +57.7% | +32.5% |
| 6M | -6.4% | -41.7% | +35.3% | -5.9% |
| YTD | +3.1% | -36.2% | +39.3% | +3.7% |
| 1Y | +77.6% | -42.1% | +119.7% | +78.7% |
| 3Y | +392.8% | -46.2% | +439.0% | +382.5% |
| 5Y | +234.1% | -70.7% | +304.8% | +227.7% |
| 10Y | +264.5% | +36.5% | +227.9% | +250.0% |
| All | +404.1% | -8.4% | +412.5% | +369.0% |
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