+251.6%
SWKS vs QXO
-0.7%
+252.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +12.5% | -1.3% | +13.8% | +12.5% |
| 30D | +10.5% | -16.0% | +26.5% | +10.7% |
| 3M | -7.4% | -17.7% | +10.4% | -7.2% |
| 6M | +32.7% | -42.6% | +75.3% | +33.4% |
| YTD | +19.2% | -30.8% | +50.0% | +19.5% |
| 1Y | +2.4% | -35.3% | +37.7% | +2.8% |
| 3Y | -25.6% | -46.3% | +20.7% | -27.4% |
| 5Y | -53.4% | -69.2% | +15.7% | -54.5% |
| 10Y | +23.2% | +62.1% | -39.0% | +18.5% |
| All | +251.6% | -0.7% | +252.3% | +231.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling