+37.9%
QLD vs QXO
-42.3%
+80.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -1.2% | -7.8% | +6.5% | +1.1% |
| 30D | -3.0% | -18.1% | +15.1% | +2.5% |
| 3M | -2.8% | -25.8% | +23.0% | +4.9% |
| 6M | +32.0% | -41.7% | +73.7% | +48.8% |
| YTD | +27.3% | -36.2% | +63.5% | +38.3% |
| 1Y | +37.9% | -42.1% | +80.0% | +52.8% |
| All | +37.9% | -42.3% | +80.2% | +52.8% |
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