-46.2%
QXO vs HRB
+25.9%
-72.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | +0.1% |
| 7D | -7.8% | -8.0% | +0.2% | -7.4% |
| 30D | -18.1% | -16.0% | -2.1% | -17.4% |
| 3M | -25.8% | +26.9% | -52.6% | -26.9% |
| 6M | -41.7% | +51.1% | -92.8% | -43.7% |
| YTD | -36.2% | +7.1% | -43.2% | -32.7% |
| 1Y | -42.1% | -9.6% | -32.5% | -36.2% |
| 3Y | -46.2% | +25.4% | -71.6% | -61.3% |
| All | -46.2% | +25.9% | -72.0% | -61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling