+41.0%
QXO vs FICO
+647.8%
-606.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.3% | -9.4% | -4.8% |
| 7D | -3.9% | -10.6% | +6.7% | -2.6% |
| 30D | -17.4% | -6.3% | -11.0% | -16.9% |
| 3M | -22.5% | -19.7% | -2.8% | -20.9% |
| 6M | -41.4% | -31.8% | -9.6% | -39.1% |
| YTD | -34.1% | -41.8% | +7.7% | -29.9% |
| 1Y | -40.8% | -36.4% | -4.4% | -38.1% |
| 3Y | -43.9% | +9.3% | -53.2% | -47.1% |
| 5Y | -69.6% | +113.0% | -182.6% | -75.4% |
| 10Y | +41.0% | +665.4% | -624.5% | -4.7% |
| All | +41.0% | +647.8% | -606.8% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 10y: compounded portfolio wealth divided by compounded FICO 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…
10y analysis · Full analysis span regression · 6 months rolling