-5.4%
QXO vs RMD
+784.5%
-789.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -4.0% |
| 7D | -3.9% | -4.7% | +0.9% | -3.3% |
| 30D | -17.4% | +0.2% | -17.6% | -17.4% |
| 3M | -22.5% | +12.0% | -34.5% | -23.7% |
| 6M | -41.4% | -12.5% | -28.9% | -40.5% |
| YTD | -34.1% | -7.9% | -26.2% | -33.6% |
| 1Y | -40.8% | -20.4% | -20.4% | -39.4% |
| 3Y | -43.9% | +53.1% | -97.0% | -46.4% |
| 5Y | -69.6% | -22.1% | -47.5% | -69.8% |
| 10Y | +41.0% | +275.4% | -234.4% | +70.2% |
| All | -5.4% | +784.5% | -789.9% | +104.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling