-28.4%
QXO vs QQQI
+3.6%
-31.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -2.6% |
| 7D | +4.7% | -4.2% | +8.9% | +12.1% |
| 30D | +2.2% | -11.6% | +13.8% | +24.6% |
| 3M | -23.8% | -6.4% | -17.5% | -15.9% |
| 6M | -41.4% | -4.7% | -36.7% | -38.0% |
| YTD | -40.1% | +3.3% | -43.4% | -47.1% |
| 1Y | -28.4% | +5.0% | -33.4% | -38.2% |
| All | -28.4% | +3.6% | -31.9% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling