+19.9%
XBI vs QXO
-70.1%
+90.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -4.6% | -7.8% | +3.1% | -4.4% |
| 30D | -2.0% | -18.1% | +16.1% | -1.5% |
| 3M | +17.8% | -25.8% | +43.5% | +18.6% |
| 6M | +23.7% | -41.7% | +65.4% | +25.2% |
| YTD | +28.2% | -36.2% | +64.4% | +29.4% |
| 1Y | +64.0% | -42.1% | +106.1% | +65.7% |
| 3Y | +99.4% | -46.2% | +145.6% | +86.5% |
| All | +19.9% | -70.1% | +90.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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