-70.8%
QXO vs SRE
+45.6%
-116.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.3% |
| 7D | -7.8% | -0.8% | -7.0% | -7.6% |
| 30D | -18.1% | -3.0% | -15.1% | -17.7% |
| 3M | -25.8% | -8.3% | -17.4% | -24.5% |
| 6M | -41.7% | -8.9% | -32.8% | -40.6% |
| YTD | -36.2% | -4.3% | -31.9% | -35.6% |
| 1Y | -42.1% | +2.7% | -44.8% | -42.3% |
| 3Y | -46.2% | +28.7% | -74.8% | -49.4% |
| All | -70.8% | +45.6% | -116.4% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 5y: compounded portfolio wealth divided by compounded SRE 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…
5y analysis · Full analysis span regression · 6 months rolling