-5.4%
QXO vs SIMO
+1,972.2%
-1,977.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -4.2% |
| 7D | -3.9% | +14.5% | -18.4% | -4.4% |
| 30D | -17.4% | +20.4% | -37.8% | -18.0% |
| 3M | -22.5% | +7.1% | -29.6% | -22.9% |
| 6M | -41.4% | +129.2% | -170.6% | -43.5% |
| YTD | -34.1% | +201.9% | -236.1% | -37.0% |
| 1Y | -40.8% | +235.5% | -276.3% | -43.6% |
| 3Y | -43.9% | +463.8% | -507.7% | -46.7% |
| 5Y | -69.6% | +306.7% | -376.3% | -71.3% |
| 10Y | +41.0% | +579.5% | -538.5% | +46.3% |
| All | -5.4% | +1,972.2% | -1,977.7% | +30.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling