+99.6%
STM vs QXO
-34.8%
+134.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.2% |
| 7D | +5.8% | -1.3% | +7.0% | +6.2% |
| 30D | -1.0% | -16.0% | +15.0% | +4.8% |
| 3M | -33.3% | -17.7% | -15.5% | -29.2% |
| 6M | +57.4% | -42.6% | +100.0% | +83.3% |
| YTD | +102.2% | -30.8% | +133.0% | +123.8% |
| 1Y | +99.6% | -35.3% | +134.9% | +125.2% |
| All | +99.6% | -34.8% | +134.4% | +125.2% |
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