-70.8%
QXO vs JAAA
+26.5%
-97.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -7.8% | +0.1% | -7.9% | -7.8% |
| 30D | -18.1% | +0.5% | -18.6% | -18.1% |
| 3M | -25.8% | +1.3% | -27.0% | -25.8% |
| 6M | -41.7% | +2.8% | -44.5% | -41.7% |
| YTD | -36.2% | +3.3% | -39.4% | -36.1% |
| 1Y | -42.1% | +4.9% | -47.0% | -41.8% |
| 3Y | -46.2% | +19.0% | -65.1% | -42.3% |
| All | -70.8% | +26.5% | -97.3% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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