-8.6%
QXO vs SPXU
-99.9%
+91.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.0% |
| 7D | -8.7% | +6.4% | -15.0% | -7.6% |
| 30D | -21.0% | +5.9% | -26.9% | -20.0% |
| 3M | -18.4% | -11.7% | -6.7% | -19.5% |
| 6M | -43.0% | -28.7% | -14.3% | -45.2% |
| YTD | -36.3% | -26.4% | -9.9% | -38.1% |
| 1Y | -42.8% | -35.2% | -7.6% | -45.1% |
| 3Y | -45.8% | -79.8% | +34.0% | -53.6% |
| 5Y | -70.8% | -86.1% | +15.3% | -74.8% |
| 10Y | +36.3% | -99.5% | +135.8% | +0.6% |
| All | -8.6% | -99.9% | +91.4% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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