-35.3%
QXO vs OTIS
-14.9%
-20.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | -1.3% | -0.7% | -0.5% | -0.6% |
| 30D | -16.0% | -2.0% | -14.0% | -14.6% |
| 3M | -17.7% | +2.6% | -20.3% | -19.2% |
| 6M | -42.6% | -20.9% | -21.7% | -34.0% |
| YTD | -30.8% | -17.1% | -13.7% | -23.3% |
| 1Y | -35.3% | -15.9% | -19.4% | -28.0% |
| All | -35.3% | -14.9% | -20.4% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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