+55,872.9%
ORLY vs SWKS
+10,484.1%
+45,388.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -1.0% | -2.7% | +1.7% | -0.8% |
| 30D | +3.9% | +8.5% | -4.6% | +3.0% |
| 3M | -4.0% | +17.3% | -21.3% | -5.9% |
| 6M | -3.4% | +25.1% | -28.5% | -6.4% |
| YTD | -1.6% | +33.3% | -34.9% | -5.5% |
| 1Y | -7.5% | +22.9% | -30.4% | -10.6% |
| 3Y | +37.7% | +5.5% | +32.2% | +32.5% |
| 5Y | +109.3% | -41.9% | +151.2% | +111.4% |
| 10Y | +409.9% | +32.4% | +377.5% | +366.6% |
| All | +55,872.9% | +10,484.1% | +45,388.8% | +39,163.7% |
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