+54,688.5%
ORLY vs SWKS
+9,358.3%
+45,330.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | +0.2% |
| 7D | -0.7% | +12.5% | -13.2% | -1.9% |
| 30D | -5.9% | +10.5% | -16.4% | -6.9% |
| 3M | -0.6% | -7.4% | +6.8% | -0.2% |
| 6M | -6.8% | +32.7% | -39.4% | -9.9% |
| YTD | -3.6% | +19.2% | -22.8% | -6.1% |
| 1Y | -16.3% | +2.4% | -18.7% | -17.4% |
| 3Y | +39.1% | -25.6% | +64.8% | +39.1% |
| 5Y | +125.4% | -53.4% | +178.9% | +133.5% |
| 10Y | +366.5% | +23.2% | +343.4% | +331.6% |
| All | +54,688.5% | +9,358.3% | +45,330.1% | +38,917.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling