+4,377.3%
QLD vs QXO
-6.3%
+4,383.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.8% | -2.4% |
| 7D | +7.0% | +9.0% | -2.0% | +6.9% |
| 30D | -14.3% | +22.0% | -36.3% | -14.6% |
| 3M | -16.0% | -15.4% | -0.6% | -15.8% |
| 6M | -14.2% | -26.0% | +11.7% | -13.9% |
| YTD | +12.8% | -34.7% | +47.4% | +13.3% |
| 1Y | +14.1% | -28.0% | +42.0% | +14.5% |
| 3Y | +146.0% | -47.0% | +193.0% | +139.6% |
| 5Y | +82.0% | -64.2% | +146.2% | +77.1% |
| 10Y | +1,470.1% | +48.1% | +1,422.1% | +1,406.7% |
| All | +4,377.3% | -6.3% | +4,383.6% | +4,245.1% |
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