+43.4%
SMH vs QXO
-25.8%
+69.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +8.1% | -10.9% | -4.6% |
| 7D | -11.2% | +16.6% | -27.7% | -14.4% |
| 30D | -20.4% | +6.6% | -27.0% | -21.9% |
| 3M | -12.4% | -17.5% | +5.1% | -8.5% |
| 6M | -0.5% | -33.8% | +33.3% | +8.5% |
| YTD | +40.0% | -34.4% | +74.4% | +49.6% |
| 1Y | +43.4% | -25.0% | +68.4% | +49.3% |
| All | +43.4% | -25.8% | +69.2% | +49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling