+41.0%
QXO vs IP
+15.7%
+25.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.1% | +1.0% | -2.5% |
| 7D | -3.9% | -4.6% | +0.7% | -2.5% |
| 30D | -17.4% | -15.3% | -2.1% | -13.0% |
| 3M | -22.5% | +2.7% | -25.2% | -22.8% |
| 6M | -41.4% | -7.4% | -34.0% | -40.0% |
| YTD | -34.1% | -8.8% | -25.3% | -32.1% |
| 1Y | -40.8% | -22.4% | -18.4% | -36.9% |
| 3Y | -43.9% | +14.2% | -58.1% | -44.2% |
| 5Y | -69.6% | -21.8% | -47.8% | -68.1% |
| 10Y | +41.0% | +18.3% | +22.7% | +22.9% |
| All | +41.0% | +15.7% | +25.2% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling