+2,433.2%
IBKR vs QXO
-8.4%
+2,441.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | -1.3% | -7.8% | +6.4% | -1.3% |
| 30D | -0.2% | -18.1% | +17.9% | 0.0% |
| 3M | +3.0% | -25.8% | +28.7% | +3.2% |
| 6M | +33.9% | -41.7% | +75.6% | +34.5% |
| YTD | +42.5% | -36.2% | +78.7% | +43.1% |
| 1Y | +44.9% | -42.1% | +87.0% | +45.5% |
| 3Y | +293.0% | -46.2% | +339.2% | +285.0% |
| 5Y | +497.7% | -70.7% | +568.4% | +485.6% |
| 10Y | +1,004.4% | +36.5% | +967.9% | +970.6% |
| All | +2,433.2% | -8.4% | +2,441.6% | +2,467.9% |
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 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