-29.4%
QXO vs TRU
+4.5%
-33.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.9% | -9.0% | -8.5% |
| 7D | +2.3% | +9.8% | -7.5% | -1.6% |
| 30D | -3.9% | +30.7% | -34.6% | -13.4% |
| 3M | -26.8% | +3.8% | -30.6% | -28.5% |
| 6M | -38.3% | +21.9% | -60.2% | -44.1% |
| YTD | -39.7% | -2.8% | -36.8% | -39.3% |
| 1Y | -29.4% | +4.8% | -34.2% | -33.8% |
| All | -29.4% | +4.5% | -33.9% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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