-70.8%
QXO vs INDA
+5.7%
-76.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.7% |
| 7D | -7.8% | -2.7% | -5.1% | -5.5% |
| 30D | -18.1% | -2.8% | -15.3% | -16.0% |
| 3M | -25.8% | +1.6% | -27.4% | -26.4% |
| 6M | -41.7% | -1.4% | -40.3% | -40.4% |
| YTD | -36.2% | -10.1% | -26.0% | -30.4% |
| 1Y | -42.1% | -8.8% | -33.3% | -37.7% |
| 3Y | -46.2% | +7.6% | -53.8% | -52.3% |
| All | -70.8% | +5.7% | -76.5% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 5y: compounded portfolio wealth divided by compounded INDA 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…
5y analysis · Full analysis span regression · 6 months rolling