+2.0%
IBKR vs QXO
-31.5%
+33.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -8.1% | +1.4% | -4.6% |
| 7D | -11.1% | +2.3% | -13.3% | -11.6% |
| 30D | -19.7% | -3.9% | -15.8% | -19.1% |
| 3M | -18.0% | -26.8% | +8.8% | -12.1% |
| 6M | -13.2% | -38.3% | +25.2% | -3.6% |
| YTD | +13.4% | -39.7% | +53.1% | +21.8% |
| 1Y | +2.0% | -29.4% | +31.4% | +1.2% |
| All | +2.0% | -31.5% | +33.5% | +1.2% |
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