-4.7%
QXO vs WM
+856.7%
-861.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.6% | -8.8% | -7.3% |
| 7D | +10.1% | +1.2% | +8.9% | +10.0% |
| 30D | +16.2% | +15.2% | +1.0% | +15.8% |
| 3M | -14.8% | +8.3% | -23.1% | -15.0% |
| 6M | -27.8% | +13.1% | -40.9% | -28.1% |
| YTD | -33.6% | +12.5% | -46.1% | -33.9% |
| 1Y | -31.8% | +21.8% | -53.6% | -32.3% |
| 3Y | -46.8% | +48.8% | -95.5% | -47.2% |
| 5Y | -63.6% | +62.1% | -125.7% | -63.9% |
| 10Y | +50.5% | +331.5% | -281.0% | +78.2% |
| All | -4.7% | +856.7% | -861.4% | +42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling