-70.8%
QXO vs BTI
+118.0%
-188.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -7.8% | -0.2% | -7.6% | -7.8% |
| 30D | -18.1% | -1.1% | -17.0% | -18.1% |
| 3M | -25.8% | -8.8% | -17.0% | -25.4% |
| 6M | -41.7% | -4.0% | -37.8% | -41.5% |
| YTD | -36.2% | +0.4% | -36.5% | -36.0% |
| 1Y | -42.1% | +1.9% | -44.0% | -41.9% |
| 3Y | -46.2% | +108.5% | -154.7% | -48.8% |
| All | -70.8% | +118.0% | -188.8% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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