+7.0%
WMT vs QXO
-34.8%
+41.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | +3.9% | -1.3% | +5.2% | +4.0% |
| 30D | -4.4% | -16.0% | +11.6% | -3.6% |
| 3M | -8.8% | -17.7% | +9.0% | -8.1% |
| 6M | -15.6% | -42.6% | +27.0% | -13.1% |
| YTD | -3.2% | -30.8% | +27.6% | -1.5% |
| 1Y | +7.0% | -35.3% | +42.4% | +7.7% |
| All | +7.0% | -34.8% | +41.9% | +7.7% |
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