-42.1%
QXO vs HWM
+24.8%
-66.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.3% |
| 7D | -7.8% | -11.4% | +3.6% | -1.2% |
| 30D | -18.1% | -18.5% | +0.4% | -7.4% |
| 3M | -25.8% | -13.2% | -12.6% | -20.8% |
| 6M | -41.7% | -8.7% | -33.0% | -40.8% |
| YTD | -36.2% | +12.2% | -48.3% | -43.9% |
| 1Y | -42.1% | +24.9% | -67.0% | -50.5% |
| All | -42.1% | +24.8% | -66.9% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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