-8.6%
QXO vs XHB
+417.1%
-425.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.5% |
| 7D | -8.7% | -5.2% | -3.5% | -7.1% |
| 30D | -21.0% | -12.1% | -8.8% | -17.5% |
| 3M | -18.4% | -6.2% | -12.2% | -16.0% |
| 6M | -43.0% | -6.7% | -36.3% | -40.9% |
| YTD | -36.3% | -5.5% | -30.8% | -34.0% |
| 1Y | -42.8% | -15.6% | -27.1% | -39.1% |
| 3Y | -45.8% | +22.0% | -67.8% | -47.5% |
| 5Y | -70.8% | +31.8% | -102.6% | -72.6% |
| 10Y | +36.3% | +208.1% | -171.8% | +12.7% |
| All | -8.6% | +417.1% | -425.7% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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