-70.8%
QXO vs DRI
+65.5%
-136.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.4% |
| 7D | -7.8% | -3.2% | -4.6% | -6.4% |
| 30D | -18.1% | -7.8% | -10.3% | -15.1% |
| 3M | -25.8% | +0.4% | -26.1% | -26.1% |
| 6M | -41.7% | +4.8% | -46.5% | -43.1% |
| YTD | -36.2% | +16.7% | -52.9% | -40.6% |
| 1Y | -42.1% | +1.5% | -43.6% | -43.1% |
| 3Y | -46.2% | +56.3% | -102.4% | -56.9% |
| All | -70.8% | +65.5% | -136.3% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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