-42.1%
QXO vs RMD
-18.7%
-23.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -7.8% | -4.4% | -3.4% | -5.9% |
| 30D | -18.1% | -3.1% | -15.0% | -16.9% |
| 3M | -25.8% | +13.8% | -39.5% | -31.3% |
| 6M | -41.7% | -8.6% | -33.1% | -38.5% |
| YTD | -36.2% | -8.6% | -27.5% | -34.9% |
| 1Y | -42.1% | -19.7% | -22.4% | -35.0% |
| All | -42.1% | -18.7% | -23.4% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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