-46.2%
QXO vs HWM
+379.8%
-426.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -3.3% |
| 7D | -8.7% | -12.5% | +3.8% | -8.9% |
| 30D | -21.0% | -19.0% | -2.0% | -21.2% |
| 3M | -18.4% | -8.6% | -9.8% | -18.3% |
| 6M | -43.0% | -10.2% | -32.9% | -43.4% |
| YTD | -36.3% | +11.3% | -47.6% | -33.8% |
| 1Y | -42.8% | +24.3% | -67.0% | -38.6% |
| All | -46.2% | +379.8% | -426.1% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling