+14.7%
QLD vs QXO
-25.8%
+40.5%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.1% | -6.2% | -0.3% |
| 7D | -9.4% | +16.6% | -26.0% | -13.1% |
| 30D | -17.1% | +6.6% | -23.6% | -18.8% |
| 3M | -10.4% | -17.5% | +7.1% | -6.0% |
| 6M | +0.7% | -33.8% | +34.5% | +10.7% |
| YTD | +17.7% | -34.4% | +52.1% | +25.7% |
| 1Y | +14.7% | -25.0% | +39.6% | +16.3% |
| All | +14.7% | -25.8% | +40.5% | +16.3% |
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