-27.8%
QXO vs WM
+14.0%
-41.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.6% | -8.8% | -7.1% |
| 7D | +10.1% | +1.2% | +8.9% | +10.2% |
| 30D | +16.2% | +15.2% | +1.0% | +19.7% |
| 3M | -14.8% | +8.3% | -23.1% | -14.4% |
| 6M | -27.8% | +13.1% | -40.9% | -26.5% |
| All | -27.8% | +14.0% | -41.8% | -26.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling