+744.4%
TRV vs QXO
-8.6%
+753.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.5% |
| 7D | -1.5% | -8.7% | +7.2% | -1.4% |
| 30D | -1.8% | -21.0% | +19.2% | -1.7% |
| 3M | +21.6% | -18.4% | +40.0% | +21.6% |
| 6M | +22.5% | -43.0% | +65.5% | +22.6% |
| YTD | +28.1% | -36.3% | +64.4% | +28.3% |
| 1Y | +37.0% | -42.8% | +79.8% | +37.2% |
| 3Y | +141.9% | -45.8% | +187.7% | +139.7% |
| 5Y | +158.5% | -70.8% | +229.3% | +156.2% |
| 10Y | +297.5% | +36.3% | +261.2% | +291.8% |
| All | +744.4% | -8.6% | +753.0% | +730.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling