-46.7%
SOFI vs QXO
-31.5%
-15.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -8.1% | +0.3% | -4.6% |
| 7D | -8.9% | +2.3% | -11.2% | -9.7% |
| 30D | +1.8% | -3.9% | +5.7% | +2.9% |
| 3M | -12.1% | -26.8% | +14.7% | -2.2% |
| 6M | +0.1% | -38.3% | +38.4% | +16.3% |
| YTD | -38.7% | -39.7% | +0.9% | -33.8% |
| 1Y | -46.7% | -29.4% | -17.2% | -51.3% |
| All | -46.7% | -31.5% | -15.1% | -51.3% |
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