-70.8%
QXO vs SIMO
+287.2%
-358.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -2.5% |
| 7D | -8.7% | +12.5% | -21.2% | -10.8% |
| 30D | -21.0% | +18.4% | -39.4% | -23.9% |
| 3M | -18.4% | +5.6% | -24.0% | -21.0% |
| 6M | -43.0% | +116.9% | -159.9% | -54.8% |
| YTD | -36.3% | +188.4% | -224.7% | -53.6% |
| 1Y | -42.8% | +221.3% | -264.1% | -59.8% |
| 3Y | -45.8% | +438.6% | -484.3% | -65.2% |
| 5Y | -70.8% | +287.9% | -358.7% | -80.2% |
| All | -70.8% | +287.2% | -358.0% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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