-29.4%
QXO vs SOXQ
+29.4%
-58.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -12.1% | +4.1% | -1.9% |
| 7D | +2.3% | -21.6% | +23.9% | +15.2% |
| 30D | -3.9% | -31.7% | +27.8% | +16.6% |
| 3M | -26.8% | -24.8% | -2.0% | -16.2% |
| 6M | -38.3% | -17.7% | -20.7% | -37.4% |
| YTD | -39.7% | +27.7% | -67.4% | -57.7% |
| 1Y | -29.4% | +26.0% | -55.4% | -50.0% |
| All | -29.4% | +29.4% | -58.8% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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