-1.6%
ORLY vs SWKS
+14.2%
-15.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.9% | +5.5% | +2.7% |
| 7D | +2.1% | -4.9% | +7.0% | +2.2% |
| 30D | +10.1% | -1.2% | +11.2% | +10.0% |
| 3M | +0.6% | +24.2% | -23.6% | -0.7% |
| 6M | -1.7% | +21.5% | -23.2% | -4.1% |
| YTD | +1.2% | +33.5% | -32.3% | -2.7% |
| 1Y | -1.6% | +18.9% | -20.5% | -6.1% |
| All | -1.6% | +14.2% | -15.7% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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