-67.0%
QXO vs IP
-17.3%
-49.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | +0.1% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -18.0% | -11.2% | -6.8% | -13.6% |
| 3M | -14.7% | +12.3% | -27.0% | -18.4% |
| 6M | -39.2% | -5.2% | -34.0% | -38.1% |
| YTD | -31.3% | -4.0% | -27.4% | -30.0% |
| 1Y | -39.7% | -19.2% | -20.4% | -35.6% |
| 3Y | -41.5% | +20.3% | -61.9% | -42.7% |
| 5Y | -67.0% | -17.5% | -49.5% | -64.8% |
| All | -67.0% | -17.3% | -49.6% | -64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling