+15.7%
OXY vs SWK
+21.9%
-6.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -0.2% | -2.3% | +2.1% | +0.7% |
| 30D | -6.4% | +30.4% | -36.8% | -16.8% |
| 3M | -2.6% | +12.1% | -14.8% | -8.2% |
| 6M | +4.8% | +49.1% | -44.3% | -14.1% |
| YTD | +41.2% | +60.4% | -19.3% | +9.1% |
| 1Y | +39.5% | +78.3% | -38.8% | +2.2% |
| 3Y | -0.8% | +53.3% | -54.1% | -27.0% |
| 5Y | +91.6% | -27.0% | +118.5% | +102.3% |
| 10Y | +15.7% | +20.8% | -5.1% | -2.3% |
| All | +15.7% | +21.9% | -6.1% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling