-19.3%
ORLY vs SWK
+23.5%
-42.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.4% | -2.0% |
| 7D | -2.3% | -0.7% | -1.6% | -2.3% |
| 30D | -8.2% | -9.7% | +1.5% | -7.4% |
| 3M | -3.5% | +19.5% | -23.0% | -4.9% |
| 6M | -9.2% | +26.0% | -35.2% | -11.2% |
| YTD | -5.8% | +29.1% | -34.9% | -8.3% |
| 1Y | -19.3% | +23.7% | -43.0% | -21.1% |
| All | -19.3% | +23.5% | -42.8% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling