+980.0%
SMCI vs QXO
-70.1%
+1,050.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | -7.8% | +9.1% | +1.6% |
| 30D | +6.6% | -18.1% | +24.7% | +7.4% |
| 3M | +25.4% | -25.8% | +51.2% | +26.7% |
| 6M | +26.1% | -41.7% | +67.9% | +28.6% |
| YTD | +37.0% | -36.2% | +73.2% | +39.2% |
| 1Y | -8.8% | -42.1% | +33.3% | -7.1% |
| 3Y | +44.6% | -46.2% | +90.7% | +43.9% |
| All | +980.0% | -70.1% | +1,050.1% | +994.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling