+503.6%
IBKR vs QXO
-70.1%
+573.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | -1.3% | -7.8% | +6.4% | -1.1% |
| 30D | -0.2% | -18.1% | +17.9% | +0.3% |
| 3M | +3.0% | -25.8% | +28.7% | +3.6% |
| 6M | +33.9% | -41.7% | +75.6% | +35.4% |
| YTD | +42.5% | -36.2% | +78.7% | +43.8% |
| 1Y | +44.9% | -42.1% | +87.0% | +46.4% |
| 3Y | +293.0% | -46.2% | +339.2% | +271.8% |
| All | +503.6% | -70.1% | +573.7% | +464.9% |
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