-51.2%
SWKS vs QXO
-68.5%
+17.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.6% | +1.9% |
| 7D | +11.8% | +2.9% | +9.0% | +11.7% |
| 30D | +6.7% | -18.0% | +24.7% | +7.3% |
| 3M | 0.0% | -14.7% | +14.7% | +0.3% |
| 6M | +38.7% | -39.2% | +77.9% | +40.1% |
| YTD | +21.4% | -31.3% | +52.7% | +22.1% |
| 1Y | +2.9% | -39.7% | +42.6% | +3.8% |
| 3Y | -16.4% | -41.5% | +25.1% | -20.4% |
| 5Y | -51.2% | -67.0% | +15.8% | -53.2% |
| All | -51.2% | -68.5% | +17.4% | -53.2% |
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 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