+18.9%
SWKS vs QXO
-25.8%
+44.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.1% | -11.0% | -4.0% |
| 7D | -4.9% | +16.6% | -21.5% | -7.1% |
| 30D | -1.2% | +6.6% | -7.7% | -2.4% |
| 3M | +24.2% | -17.5% | +41.6% | +27.5% |
| 6M | +21.5% | -33.8% | +55.3% | +27.0% |
| YTD | +33.5% | -34.4% | +67.9% | +37.5% |
| 1Y | +18.9% | -25.0% | +43.9% | +17.0% |
| All | +18.9% | -25.8% | +44.8% | +17.0% |
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 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