-25.0%
QXO vs MUB
+0.1%
-25.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +0.4% | +7.7% | +5.1% |
| 7D | +16.6% | +0.6% | +16.0% | +12.0% |
| 30D | +6.6% | +3.2% | +3.4% | -14.1% |
| 3M | -17.5% | -1.1% | -16.4% | -5.8% |
| 6M | -33.8% | -1.1% | -32.7% | -22.7% |
| YTD | -34.4% | -0.5% | -33.9% | -26.2% |
| 1Y | -25.0% | 0.0% | -24.9% | -18.6% |
| All | -25.0% | +0.1% | -25.0% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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