-70.8%
QXO vs DOW
-37.7%
-33.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.4% |
| 7D | -7.8% | -1.4% | -6.4% | -7.6% |
| 30D | -18.1% | -3.9% | -14.2% | -17.8% |
| 3M | -25.8% | -12.7% | -13.1% | -24.5% |
| 6M | -41.7% | -13.7% | -28.0% | -41.9% |
| YTD | -36.2% | +28.4% | -64.6% | -42.0% |
| 1Y | -42.1% | +21.8% | -63.9% | -47.0% |
| 3Y | -46.2% | -35.7% | -10.4% | -47.9% |
| All | -70.8% | -37.7% | -33.1% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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