+1,251.3%
OXY vs SWK
+1,536.3%
-285.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -11.9% | +11.0% | -22.9% | -16.0% |
| 30D | -3.1% | +30.1% | -33.2% | -13.3% |
| 3M | +1.1% | +14.7% | -13.6% | -5.3% |
| 6M | +3.2% | +44.5% | -41.3% | -13.2% |
| YTD | +39.0% | +59.4% | -20.3% | +10.1% |
| 1Y | +42.7% | +77.5% | -34.8% | +7.8% |
| 3Y | -3.5% | +49.5% | -53.0% | -25.4% |
| 5Y | +81.3% | -24.9% | +106.2% | +76.1% |
| 10Y | +11.2% | +31.8% | -20.6% | -13.9% |
| All | +1,251.3% | +1,536.3% | -285.0% | +341.3% |
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 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