+1,263.8%
OXY vs SWK
+1,559.0%
-295.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.5% | +2.6% |
| 7D | -5.8% | +11.3% | -17.1% | -10.3% |
| 30D | -5.3% | +31.5% | -36.8% | -15.6% |
| 3M | -2.5% | +14.4% | -17.0% | -8.6% |
| 6M | +8.3% | +46.4% | -38.1% | -9.4% |
| YTD | +40.3% | +61.6% | -21.3% | +10.5% |
| 1Y | +38.8% | +78.7% | -39.9% | +4.6% |
| 3Y | -1.4% | +54.4% | -55.8% | -24.8% |
| 5Y | +92.2% | -25.3% | +117.5% | +87.1% |
| 10Y | +13.7% | +22.4% | -8.7% | -9.5% |
| All | +1,263.8% | +1,559.0% | -295.2% | +342.8% |
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