-26.1%
QXO vs SOUN
-28.2%
+2.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -7.8% | -7.1% | -0.7% | -7.5% |
| 30D | -18.1% | -15.4% | -2.7% | -17.4% |
| 3M | -25.8% | -10.6% | -15.2% | -25.4% |
| 6M | -41.7% | -19.6% | -22.1% | -41.3% |
| YTD | -36.2% | -37.2% | +1.0% | -35.2% |
| 1Y | -42.1% | -57.1% | +15.0% | -40.4% |
| 3Y | -46.2% | +178.2% | -224.4% | -48.5% |
| All | -26.1% | -28.2% | +2.1% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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