+327.2%
SMH vs QXO
-70.1%
+397.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +0.3% | -7.8% | +8.1% | +0.5% |
| 30D | -2.8% | -18.1% | +15.3% | -2.3% |
| 3M | -6.7% | -25.8% | +19.0% | -6.1% |
| 6M | +41.8% | -41.7% | +83.5% | +43.3% |
| YTD | +57.9% | -36.2% | +94.1% | +59.2% |
| 1Y | +87.6% | -42.1% | +129.7% | +89.4% |
| 3Y | +282.9% | -46.2% | +329.1% | +273.1% |
| All | +327.2% | -70.1% | +397.3% | +316.6% |
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