-41.4%
QXO vs IAU
-13.8%
-27.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.9% |
| 7D | -3.9% | +0.2% | -4.0% | -4.0% |
| 30D | -17.4% | +0.2% | -17.6% | -17.7% |
| 3M | -22.5% | +3.3% | -25.8% | -24.8% |
| 6M | -41.4% | -14.6% | -26.8% | -35.1% |
| All | -41.4% | -13.8% | -27.6% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 6mo: compounded portfolio wealth divided by compounded IAU 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…
6mo analysis · Full analysis span regression · 6 months rolling