+45.9%
OXY vs SWKS
+14.2%
+31.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -5.1% |
| 7D | -8.8% | -4.9% | -3.9% | -8.7% |
| 30D | -1.7% | -1.2% | -0.5% | -1.6% |
| 3M | +4.5% | +24.2% | -19.6% | +4.6% |
| 6M | -4.0% | +21.5% | -25.5% | -3.1% |
| YTD | +41.4% | +33.5% | +7.9% | +43.4% |
| 1Y | +45.9% | +18.9% | +27.0% | +48.2% |
| All | +45.9% | +14.2% | +31.7% | +48.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling