+589.3%
WMT vs QXO
-8.4%
+597.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | 0.0% | -7.8% | +7.8% | 0.0% |
| 30D | -7.4% | -18.1% | +10.7% | -7.4% |
| 3M | -10.9% | -25.8% | +14.9% | -10.8% |
| 6M | -12.7% | -41.7% | +29.0% | -12.6% |
| YTD | -3.2% | -36.2% | +33.0% | -3.1% |
| 1Y | +5.3% | -42.1% | +47.4% | +5.4% |
| 3Y | +101.9% | -46.2% | +148.0% | +101.0% |
| 5Y | +134.6% | -70.7% | +205.3% | +133.6% |
| 10Y | +440.4% | +36.5% | +403.8% | +436.5% |
| All | +589.3% | -8.4% | +597.7% | +594.7% |
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 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