-70.8%
QXO vs GIS
-25.1%
-45.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -7.8% | -6.4% | -1.4% | -6.7% |
| 30D | -18.1% | -6.1% | -12.0% | -17.3% |
| 3M | -25.8% | +7.8% | -33.6% | -26.7% |
| 6M | -41.7% | -8.8% | -32.9% | -40.9% |
| YTD | -36.2% | -19.1% | -17.1% | -34.3% |
| 1Y | -42.1% | -24.8% | -17.3% | -39.8% |
| 3Y | -46.2% | -37.6% | -8.6% | -44.7% |
| All | -70.8% | -25.1% | -45.7% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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