+1.5%
SMR vs QXO
-44.7%
+46.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.2% | -5.4% |
| 7D | +4.7% | -8.7% | +13.4% | +5.2% |
| 30D | +3.2% | -21.0% | +24.2% | +4.4% |
| 3M | +9.9% | -18.4% | +28.3% | +11.0% |
| 6M | -15.1% | -43.0% | +27.9% | -13.1% |
| YTD | -27.9% | -36.3% | +8.3% | -26.5% |
| 1Y | -70.2% | -42.8% | -27.5% | -69.5% |
| 3Y | +72.5% | -45.8% | +118.2% | +68.6% |
| All | +1.5% | -44.7% | +46.2% | -1.3% |
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 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