-19.3%
ORLY vs SWK
+24.6%
-43.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -2.0% |
| 7D | -2.3% | +0.1% | -2.5% | -2.3% |
| 30D | -8.2% | -8.9% | +0.7% | -7.5% |
| 3M | -3.5% | +20.5% | -24.0% | -5.0% |
| 6M | -9.2% | +27.1% | -36.3% | -11.3% |
| YTD | -5.8% | +30.2% | -36.0% | -8.4% |
| 1Y | -19.3% | +24.8% | -44.0% | -21.1% |
| All | -19.3% | +24.6% | -43.9% | -21.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling