+27.4%
WMT vs QXO
-25.8%
+53.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.1% | -4.7% | +3.0% |
| 7D | +8.8% | +16.6% | -7.8% | +7.8% |
| 30D | +22.9% | +6.6% | +16.4% | +22.3% |
| 3M | +16.1% | -17.5% | +33.5% | +16.9% |
| 6M | -0.5% | -33.8% | +33.3% | +1.6% |
| YTD | +16.7% | -34.4% | +51.0% | +19.1% |
| 1Y | +27.4% | -25.0% | +52.3% | +27.9% |
| All | +27.4% | -25.8% | +53.2% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling