+66.7%
IBIT vs QXO
-88.0%
+154.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.8% |
| 7D | +1.4% | +2.9% | -1.4% | +1.3% |
| 30D | +20.6% | -18.0% | +38.6% | +22.0% |
| 3M | +23.7% | -14.7% | +38.4% | +24.5% |
| 6M | +15.0% | -39.2% | +54.2% | +17.8% |
| YTD | -10.6% | -31.3% | +20.7% | -9.0% |
| 1Y | -30.3% | -39.7% | +9.3% | -28.8% |
| All | +66.7% | -88.0% | +154.7% | +68.4% |
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 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