+55,935.2%
ORLY vs SWK
+1,151.8%
+54,783.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.6% |
| 7D | +2.0% | +11.0% | -9.0% | -1.2% |
| 30D | +6.2% | +30.1% | -23.8% | -1.6% |
| 3M | -3.7% | +14.7% | -18.4% | -7.7% |
| 6M | -5.2% | +44.5% | -49.7% | -15.4% |
| YTD | -1.4% | +59.4% | -60.8% | -15.3% |
| 1Y | -5.4% | +77.5% | -82.9% | -21.4% |
| 3Y | +41.0% | +49.5% | -8.4% | +16.9% |
| 5Y | +111.3% | -24.9% | +136.2% | +110.1% |
| 10Y | +416.2% | +31.8% | +384.4% | +303.5% |
| All | +55,935.2% | +1,151.8% | +54,783.4% | +24,199.4% |
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