-25.0%
QXO vs HRB
+16.9%
-41.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.4% | +3.7% | +8.5% |
| 7D | +16.6% | +16.0% | +0.5% | +18.2% |
| 30D | +6.6% | +32.1% | -25.5% | +10.0% |
| 3M | -17.5% | +21.5% | -39.0% | -15.2% |
| 6M | -33.8% | +82.1% | -115.9% | -25.5% |
| YTD | -34.4% | +31.6% | -66.0% | -24.5% |
| 1Y | -25.0% | +15.9% | -40.9% | -12.9% |
| All | -25.0% | +16.9% | -41.9% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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