-29.4%
QXO vs EQH
+12.7%
-42.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -5.7% | -2.3% | -4.5% |
| 7D | +2.3% | -3.1% | +5.4% | +4.6% |
| 30D | -3.9% | -2.9% | -1.0% | -1.7% |
| 3M | -26.8% | +3.1% | -29.9% | -28.0% |
| 6M | -38.3% | +21.8% | -60.1% | -45.3% |
| YTD | -39.7% | +13.3% | -53.0% | -43.6% |
| 1Y | -29.4% | +20.1% | -49.6% | -35.9% |
| All | -29.4% | +12.7% | -42.2% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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