-5.4%
QXO vs SMTC
+511.3%
-516.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.2% |
| 7D | -3.9% | +22.5% | -26.3% | -6.8% |
| 30D | -17.4% | +24.9% | -42.2% | -20.6% |
| 3M | -22.5% | +4.1% | -26.6% | -24.1% |
| 6M | -41.4% | +92.6% | -134.0% | -48.2% |
| YTD | -34.1% | +122.5% | -156.6% | -43.2% |
| 1Y | -40.8% | +166.2% | -207.1% | -50.4% |
| 3Y | -43.9% | +577.2% | -621.1% | -59.8% |
| 5Y | -69.6% | +119.0% | -188.6% | -75.9% |
| 10Y | +41.0% | +527.9% | -486.9% | +21.5% |
| All | -5.4% | +511.3% | -516.7% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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