-18.1%
QXO vs ROIV
+232.7%
-250.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.0% |
| 7D | -1.3% | +0.6% | -1.9% | -1.3% |
| 30D | -16.0% | +1.0% | -17.0% | -16.2% |
| 3M | -17.7% | +18.3% | -36.0% | -19.6% |
| 6M | -42.6% | +18.3% | -60.9% | -43.9% |
| YTD | -30.8% | +61.0% | -91.8% | -34.8% |
| 1Y | -35.3% | +177.9% | -213.2% | -42.6% |
| 3Y | -46.3% | +199.1% | -245.4% | -53.4% |
| 5Y | -69.2% | +250.7% | -319.9% | -74.5% |
| All | -18.1% | +232.7% | -250.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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