+327.2%
SWKS vs QXO
-6.3%
+333.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | +9.4% | +9.0% | +0.4% | +9.3% |
| 30D | +17.0% | +22.0% | -5.0% | +16.6% |
| 3M | +28.9% | -15.4% | +44.3% | +29.1% |
| 6M | +33.1% | -26.0% | +59.1% | +33.5% |
| YTD | +44.8% | -34.7% | +79.5% | +45.3% |
| 1Y | +36.2% | -28.0% | +64.2% | +36.5% |
| 3Y | +11.5% | -47.0% | +58.5% | +8.8% |
| 5Y | -37.1% | -64.2% | +27.1% | -38.6% |
| 10Y | +49.9% | +48.1% | +1.8% | +44.2% |
| All | +327.2% | -6.3% | +333.5% | +302.3% |
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