+46.9%
CVX vs SWKS
+33.8%
+13.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +3.4% | +9.4% | -6.0% | +3.2% |
| 30D | -1.0% | +17.0% | -17.9% | -1.1% |
| 3M | +12.2% | +28.9% | -16.7% | +12.3% |
| 6M | +20.3% | +33.1% | -12.8% | +20.5% |
| YTD | +48.3% | +44.8% | +3.5% | +48.8% |
| 1Y | +46.9% | +36.2% | +10.7% | +48.0% |
| All | +46.9% | +33.8% | +13.1% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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