-73.1%
SMR vs QXO
-34.8%
-38.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.1% |
| 7D | +4.4% | -1.3% | +5.7% | +5.1% |
| 30D | +3.4% | -16.0% | +19.4% | +13.3% |
| 3M | -19.2% | -17.7% | -1.4% | -11.6% |
| 6M | -22.6% | -42.6% | +20.0% | +0.2% |
| YTD | -31.5% | -30.8% | -0.8% | -21.5% |
| 1Y | -73.1% | -35.3% | -37.8% | -67.3% |
| All | -73.1% | -34.8% | -38.3% | -67.3% |
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