-46.2%
QXO vs RMD
+49.9%
-96.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -7.8% | -4.4% | -3.4% | -6.6% |
| 30D | -18.1% | -3.1% | -15.0% | -17.3% |
| 3M | -25.8% | +13.8% | -39.5% | -28.6% |
| 6M | -41.7% | -8.6% | -33.1% | -40.5% |
| YTD | -36.2% | -8.6% | -27.5% | -35.0% |
| 1Y | -42.1% | -19.7% | -22.4% | -39.3% |
| 3Y | -46.2% | +48.4% | -94.5% | -50.9% |
| All | -46.2% | +49.9% | -96.0% | -50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling