+44.7%
IBKR vs QXO
-34.8%
+79.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.2% |
| 7D | -3.3% | -1.3% | -2.0% | -3.0% |
| 30D | +4.5% | -16.0% | +20.5% | +8.4% |
| 3M | +6.5% | -17.7% | +24.2% | +9.8% |
| 6M | +34.2% | -42.6% | +76.8% | +50.0% |
| YTD | +44.5% | -30.8% | +75.2% | +52.6% |
| 1Y | +44.7% | -35.3% | +80.0% | +51.8% |
| All | +44.7% | -34.8% | +79.5% | +51.8% |
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