+247.9%
SOXX vs QXO
-70.1%
+318.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +1.4% | -7.8% | +9.2% | +1.6% |
| 30D | -3.6% | -18.1% | +14.5% | -3.1% |
| 3M | -10.2% | -25.8% | +15.6% | -9.5% |
| 6M | +54.2% | -41.7% | +96.0% | +56.1% |
| YTD | +75.2% | -36.2% | +111.4% | +76.9% |
| 1Y | +107.5% | -42.1% | +149.6% | +109.8% |
| 3Y | +226.8% | -46.2% | +272.9% | +217.3% |
| All | +247.9% | -70.1% | +318.0% | +238.0% |
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