+64.0%
IBIT vs QXO
-88.9%
+152.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | -1.2% |
| 7D | -5.8% | -8.7% | +2.9% | -5.2% |
| 30D | +21.5% | -21.0% | +42.5% | +23.2% |
| 3M | +24.5% | -18.4% | +42.9% | +25.7% |
| 6M | +10.0% | -43.0% | +53.0% | +13.1% |
| YTD | -12.0% | -36.3% | +24.3% | -10.1% |
| 1Y | -32.3% | -42.8% | +10.5% | -30.6% |
| All | +64.0% | -88.9% | +152.9% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling