+7,644.2%
EOG vs SWK
+1,542.3%
+6,101.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -0.6% |
| 7D | -10.7% | +11.3% | -21.9% | -14.6% |
| 30D | +1.1% | +28.1% | -27.0% | -8.3% |
| 3M | +8.7% | +12.6% | -3.9% | +2.9% |
| 6M | +4.4% | +51.7% | -47.4% | -12.8% |
| YTD | +42.4% | +60.0% | -17.6% | +14.6% |
| 1Y | +42.1% | +72.7% | -30.5% | +10.8% |
| 3Y | +25.8% | +46.3% | -20.5% | -1.0% |
| 5Y | +93.3% | -24.6% | +117.9% | +86.8% |
| 10Y | +119.1% | +32.2% | +86.8% | +64.1% |
| All | +7,644.2% | +1,542.3% | +6,101.9% | +2,527.0% |
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