-70.8%
QXO vs URI
+196.6%
-267.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.9% | +0.6% | -2.3% |
| 7D | -8.7% | -0.5% | -8.2% | -8.6% |
| 30D | -21.0% | -13.4% | -7.6% | -18.1% |
| 3M | -18.4% | -6.2% | -12.2% | -17.0% |
| 6M | -43.0% | +28.0% | -71.0% | -46.0% |
| YTD | -36.3% | +23.0% | -59.2% | -39.1% |
| 1Y | -42.8% | +5.5% | -48.3% | -44.0% |
| 3Y | -45.8% | +119.2% | -165.0% | -52.0% |
| 5Y | -70.8% | +201.0% | -271.8% | -77.4% |
| All | -70.8% | +196.6% | -267.4% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling