+568.6%
SE vs QXO
-33.2%
+601.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -3.9% |
| 7D | -3.6% | -3.9% | +0.2% | -3.5% |
| 30D | -5.3% | -17.4% | +12.1% | -4.5% |
| 3M | +28.1% | -22.5% | +50.6% | +29.3% |
| 6M | +20.7% | -41.4% | +62.1% | +23.1% |
| YTD | -14.8% | -34.1% | +19.3% | -13.6% |
| 1Y | -43.6% | -40.8% | -2.7% | -42.6% |
| 3Y | +184.2% | -43.9% | +228.1% | +148.2% |
| 5Y | -66.3% | -69.6% | +3.3% | -70.5% |
| All | +568.6% | -33.2% | +601.8% | +435.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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