+38.1%
SOXX vs QXO
-29.8%
+67.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.7% |
| 7D | -13.1% | +4.7% | -17.8% | -14.1% |
| 30D | -29.7% | +2.2% | -31.9% | -30.3% |
| 3M | -23.0% | -23.8% | +0.8% | -17.2% |
| 6M | -19.1% | -41.4% | +22.3% | -7.7% |
| YTD | +36.2% | -40.1% | +76.3% | +50.8% |
| 1Y | +38.1% | -28.4% | +66.5% | +46.8% |
| All | +38.1% | -29.8% | +67.9% | +46.8% |
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