+112.8%
ORLY vs SWK
-30.7%
+143.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +2.6% | -1.4% | +3.9% | +2.7% |
| 30D | +6.3% | +25.5% | -19.1% | +3.1% |
| 3M | -0.4% | +11.8% | -12.2% | -2.1% |
| 6M | +2.8% | +48.7% | -45.9% | -2.9% |
| YTD | +1.1% | +57.2% | -56.1% | -5.6% |
| 1Y | -6.3% | +75.3% | -81.5% | -13.9% |
| 3Y | +38.9% | +51.9% | -13.1% | +26.5% |
| All | +112.8% | -30.7% | +143.5% | +165.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling