-70.8%
QXO vs WU
-51.3%
-19.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -7.8% | -3.5% | -4.3% | -7.2% |
| 30D | -18.1% | -2.9% | -15.2% | -17.7% |
| 3M | -25.8% | -2.3% | -23.5% | -26.0% |
| 6M | -41.7% | -25.4% | -16.3% | -39.5% |
| YTD | -36.2% | -21.2% | -15.0% | -34.3% |
| 1Y | -42.1% | -8.9% | -33.2% | -41.5% |
| 3Y | -46.2% | -29.0% | -17.2% | -45.4% |
| All | -70.8% | -51.3% | -19.5% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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