+7,763.9%
EOG vs SWK
+1,536.3%
+6,227.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | -11.1% | +11.0% | -22.2% | -15.0% |
| 30D | +2.7% | +30.1% | -27.3% | -7.3% |
| 3M | +8.8% | +14.7% | -5.9% | +2.3% |
| 6M | +10.8% | +44.5% | -33.7% | -5.7% |
| YTD | +44.6% | +59.4% | -14.8% | +16.5% |
| 1Y | +44.6% | +77.5% | -32.9% | +11.5% |
| 3Y | +29.5% | +49.5% | -20.0% | +1.1% |
| 5Y | +96.3% | -24.9% | +121.2% | +90.0% |
| 10Y | +122.4% | +31.8% | +90.7% | +66.9% |
| All | +7,763.9% | +1,536.3% | +6,227.6% | +2,571.0% |
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