+4,782.9%
CVX vs SWK
+1,542.3%
+3,240.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.1% |
| 7D | -8.0% | +11.3% | -19.3% | -11.4% |
| 30D | +2.6% | +28.1% | -25.5% | -5.5% |
| 3M | +15.2% | +12.6% | +2.6% | +10.1% |
| 6M | +12.5% | +51.7% | -39.2% | -3.3% |
| YTD | +43.6% | +60.0% | -16.4% | +19.7% |
| 1Y | +45.0% | +72.7% | -27.7% | +17.5% |
| 3Y | +63.5% | +46.3% | +17.2% | +34.0% |
| 5Y | +126.8% | -24.6% | +151.4% | +120.8% |
| 10Y | +209.8% | +32.2% | +177.6% | +142.6% |
| All | +4,782.9% | +1,542.3% | +3,240.6% | +1,961.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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