-27.8%
COIN vs QXO
-70.1%
+42.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -5.1% | -7.8% | +2.7% | -4.5% |
| 30D | +17.6% | -18.1% | +35.7% | +19.4% |
| 3M | +9.2% | -25.8% | +35.0% | +11.5% |
| 6M | -11.8% | -41.7% | +29.9% | -8.5% |
| YTD | -22.5% | -36.2% | +13.7% | -20.2% |
| 1Y | -45.9% | -42.1% | -3.8% | -43.9% |
| 3Y | +117.4% | -46.2% | +163.5% | +87.3% |
| All | -27.8% | -70.1% | +42.3% | -39.3% |
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