+2.5%
QXO vs IP
+106.5%
-103.9%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.2% | +2.9% | +16.3% | +18.4% |
| 7D | +18.0% | -3.0% | +21.0% | +19.2% |
| 30D | +27.5% | +10.6% | +16.9% | +24.4% |
| 3M | -14.7% | -13.6% | -1.2% | -11.0% |
| 6M | -26.5% | +10.4% | -37.0% | -27.8% |
| YTD | -28.6% | -6.5% | -22.1% | -26.8% |
| 1Y | -19.8% | -2.1% | -17.7% | -18.6% |
| 3Y | -42.1% | +22.0% | -64.1% | -42.9% |
| 5Y | -63.0% | -9.7% | -53.3% | -62.2% |
| 10Y | +24.8% | +26.8% | -2.0% | +18.6% |
| All | +2.5% | +106.5% | -103.9% | -39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling