-25.0%
QXO vs CASY
+32.1%
-57.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.4% | +6.7% | +8.2% |
| 7D | +16.6% | +0.8% | +15.8% | +16.6% |
| 30D | +6.6% | +9.4% | -2.9% | +7.3% |
| 3M | -17.5% | -20.6% | +3.1% | -19.8% |
| 6M | -33.8% | -20.7% | -13.1% | -32.2% |
| YTD | -34.4% | +22.5% | -56.9% | -45.9% |
| 1Y | -25.0% | +29.5% | -54.4% | -40.5% |
| All | -25.0% | +32.1% | -57.1% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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