-8.6%
QXO vs SRE
+310.5%
-319.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.0% |
| 7D | -8.7% | -0.7% | -8.0% | -8.5% |
| 30D | -21.0% | -1.7% | -19.2% | -20.8% |
| 3M | -18.4% | -7.1% | -11.3% | -17.1% |
| 6M | -43.0% | -8.4% | -34.7% | -41.9% |
| YTD | -36.3% | -3.5% | -32.8% | -35.8% |
| 1Y | -42.8% | +5.4% | -48.2% | -43.6% |
| 3Y | -45.8% | +29.5% | -75.3% | -50.6% |
| 5Y | -70.8% | +48.3% | -119.1% | -74.6% |
| 10Y | +36.3% | +123.5% | -87.1% | +9.9% |
| All | -8.6% | +310.5% | -319.0% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling