-69.6%
QXO vs WM
+51.0%
-120.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.0% |
| 7D | -3.9% | -1.2% | -2.7% | -3.8% |
| 30D | -17.4% | -4.5% | -12.9% | -17.2% |
| 3M | -22.5% | -2.2% | -20.3% | -22.5% |
| 6M | -41.4% | -11.5% | -29.9% | -40.9% |
| YTD | -34.1% | -0.7% | -33.4% | -34.2% |
| 1Y | -40.8% | +0.3% | -41.2% | -41.0% |
| 3Y | -43.9% | +44.2% | -88.1% | -44.5% |
| 5Y | -69.6% | +51.6% | -121.2% | -71.1% |
| All | -69.6% | +51.0% | -120.6% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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