-25.0%
QXO vs SM
+70.4%
-95.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -15.3% | +23.4% | +2.8% |
| 7D | +16.6% | -21.5% | +38.1% | +8.3% |
| 30D | +6.6% | -11.4% | +17.9% | +3.1% |
| 3M | -17.5% | +0.6% | -18.1% | -16.1% |
| 6M | -33.8% | +0.2% | -34.0% | -31.2% |
| YTD | -34.4% | +69.7% | -104.0% | -39.4% |
| 1Y | -25.0% | +71.6% | -96.5% | -31.2% |
| All | -25.0% | +70.4% | -95.3% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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