-9.9%
QXO vs XLRE
+109.5%
-119.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -7.8% | -1.2% | -6.6% | -7.2% |
| 30D | -18.1% | -2.4% | -15.7% | -17.1% |
| 3M | -25.8% | -2.5% | -23.3% | -24.9% |
| 6M | -41.7% | +4.0% | -45.7% | -42.5% |
| YTD | -36.2% | +9.3% | -45.5% | -38.4% |
| 1Y | -42.1% | +5.6% | -47.7% | -43.2% |
| 3Y | -46.2% | +31.3% | -77.4% | -53.1% |
| 5Y | -70.7% | +9.5% | -80.3% | -72.5% |
| 10Y | +36.5% | +89.0% | -52.5% | -10.0% |
| All | -9.9% | +109.5% | -119.4% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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