+34.5%
QXO vs LULU
+53.6%
-19.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.3% |
| 7D | -7.8% | -1.6% | -6.2% | -7.5% |
| 30D | -18.1% | -18.1% | 0.0% | -15.0% |
| 3M | -25.8% | -18.8% | -7.0% | -22.9% |
| 6M | -41.7% | -39.2% | -2.5% | -36.0% |
| YTD | -36.2% | -52.4% | +16.2% | -26.6% |
| 1Y | -42.1% | -40.3% | -1.8% | -36.4% |
| 3Y | -46.2% | -75.1% | +28.9% | -32.0% |
| 5Y | -70.7% | -76.7% | +6.0% | -63.4% |
| All | +34.5% | +53.6% | -19.1% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 10y: compounded portfolio wealth divided by compounded LULU 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…
10y analysis · Full analysis span regression · 6 months rolling