-46.2%
QXO vs BEN
+51.0%
-97.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -7.8% | -3.1% | -4.7% | -7.0% |
| 30D | -18.1% | +0.2% | -18.3% | -18.1% |
| 3M | -25.8% | +6.8% | -32.6% | -26.9% |
| 6M | -41.7% | +38.1% | -79.8% | -45.8% |
| YTD | -36.2% | +44.3% | -80.5% | -41.1% |
| 1Y | -42.1% | +42.6% | -84.7% | -46.6% |
| 3Y | -46.2% | +52.3% | -98.5% | -46.8% |
| All | -46.2% | +51.0% | -97.1% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling