+1,627.6%
QLD vs QXO
+34.3%
+1,593.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -2.1% |
| 7D | -2.6% | -8.7% | +6.1% | -2.3% |
| 30D | -3.3% | -21.0% | +17.7% | -2.5% |
| 3M | +1.8% | -18.4% | +20.2% | +2.5% |
| 6M | +29.7% | -43.0% | +72.7% | +32.0% |
| YTD | +25.1% | -36.3% | +61.4% | +26.8% |
| 1Y | +37.1% | -42.8% | +79.9% | +39.3% |
| 3Y | +176.3% | -45.8% | +222.1% | +154.7% |
| 5Y | +121.0% | -70.8% | +191.7% | +104.8% |
| All | +1,627.6% | +34.3% | +1,593.3% | +1,388.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling