+24.8%
QXO vs SW
+183.3%
-158.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.2% | +0.2% | +19.0% | +19.2% |
| 7D | +18.0% | +1.8% | +16.2% | +17.7% |
| 30D | +27.5% | +7.0% | +20.5% | +26.2% |
| 3M | -14.7% | -7.6% | -7.1% | -13.5% |
| 6M | -26.5% | +8.5% | -35.1% | -27.1% |
| YTD | -28.6% | +17.7% | -46.2% | -29.4% |
| 1Y | -19.8% | +27.1% | -46.9% | -21.4% |
| 3Y | -42.1% | +48.2% | -90.3% | -43.4% |
| 5Y | -63.0% | -2.3% | -60.7% | -63.6% |
| 10Y | +24.8% | +183.3% | -158.5% | -13.4% |
| All | +24.8% | +183.3% | -158.5% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling