+3.6%
WBD vs QXO
-70.1%
+73.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -0.7% | -7.8% | +7.0% | -0.6% |
| 30D | +1.4% | -18.1% | +19.5% | +1.7% |
| 3M | +4.4% | -25.8% | +30.1% | +4.8% |
| 6M | +0.8% | -41.7% | +42.5% | +1.5% |
| YTD | -2.7% | -36.2% | +33.5% | -2.3% |
| 1Y | +73.4% | -42.1% | +115.5% | +74.4% |
| 3Y | +142.1% | -46.2% | +188.3% | +133.5% |
| All | +3.6% | -70.1% | +73.8% | -0.3% |
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