+5,018.4%
QLD vs QXO
-0.7%
+5,019.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +0.6% | -1.3% | +1.8% | +0.6% |
| 30D | -0.1% | -16.0% | +15.9% | +0.1% |
| 3M | -8.4% | -17.7% | +9.4% | -8.1% |
| 6M | +32.2% | -42.6% | +74.8% | +33.1% |
| YTD | +28.9% | -30.8% | +59.7% | +29.4% |
| 1Y | +43.8% | -35.3% | +79.2% | +44.5% |
| 3Y | +176.6% | -46.3% | +222.9% | +169.4% |
| 5Y | +121.6% | -69.2% | +190.7% | +115.8% |
| 10Y | +1,652.9% | +62.1% | +1,590.8% | +1,581.4% |
| All | +5,018.4% | -0.7% | +5,019.1% | +4,864.9% |
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