-25.0%
QXO vs CART
+61.3%
-86.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.6% | +6.6% | +8.0% |
| 7D | +16.6% | +1.4% | +15.2% | +16.4% |
| 30D | +6.6% | +29.7% | -23.1% | +4.5% |
| 3M | -17.5% | +29.7% | -47.2% | -19.0% |
| 6M | -33.8% | +36.8% | -70.6% | -34.9% |
| YTD | -34.4% | +31.7% | -66.0% | -34.3% |
| 1Y | -25.0% | +62.4% | -87.3% | -32.1% |
| All | -25.0% | +61.3% | -86.3% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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