-40.8%
QXO vs SWK
+22.8%
-63.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -2.1% |
| 7D | -3.9% | -4.6% | +0.7% | +0.2% |
| 30D | -17.4% | -9.9% | -7.5% | -9.2% |
| 3M | -22.5% | +15.4% | -37.9% | -29.9% |
| 6M | -41.4% | +25.0% | -66.4% | -50.5% |
| YTD | -34.1% | +27.2% | -61.3% | -45.9% |
| 1Y | -40.8% | +24.6% | -65.4% | -51.6% |
| All | -40.8% | +22.8% | -63.7% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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