+159.7%
TRV vs QXO
-70.1%
+229.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +1.9% | -7.8% | +9.7% | +2.0% |
| 30D | +1.7% | -18.1% | +19.8% | +1.8% |
| 3M | +23.9% | -25.8% | +49.6% | +24.0% |
| 6M | +26.3% | -41.7% | +68.0% | +26.5% |
| YTD | +30.8% | -36.2% | +67.0% | +31.0% |
| 1Y | +36.3% | -42.1% | +78.4% | +36.5% |
| 3Y | +145.0% | -46.2% | +191.2% | +142.0% |
| All | +159.7% | -70.1% | +229.8% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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