-46.2%
QXO vs URI
+116.5%
-162.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.9% | +0.6% | -2.4% |
| 7D | -8.7% | -0.5% | -8.2% | -8.6% |
| 30D | -21.0% | -13.4% | -7.6% | -18.3% |
| 3M | -18.4% | -6.2% | -12.2% | -17.0% |
| 6M | -43.0% | +28.0% | -71.0% | -45.3% |
| YTD | -36.3% | +23.0% | -59.2% | -38.3% |
| 1Y | -42.8% | +5.5% | -48.3% | -44.4% |
| All | -46.2% | +116.5% | -162.7% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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