-25.0%
QXO vs BWA
+17.4%
-42.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.5% | +10.6% | +9.7% |
| 7D | +16.6% | -9.9% | +26.5% | +24.1% |
| 30D | +6.6% | -16.4% | +22.9% | +19.3% |
| 3M | -17.5% | -19.8% | +2.4% | -5.4% |
| 6M | -33.8% | -10.0% | -23.8% | -32.0% |
| YTD | -34.4% | +12.7% | -47.1% | -45.8% |
| 1Y | -25.0% | +15.7% | -40.6% | -38.9% |
| All | -25.0% | +17.4% | -42.3% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling