+9.5%
OXY vs SWKS
+37.5%
-28.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | -8.2% | -2.7% | -5.4% | -7.3% |
| 30D | -7.2% | +8.5% | -15.7% | -9.7% |
| 3M | +0.2% | +17.3% | -17.1% | -6.2% |
| 6M | +6.1% | +25.1% | -19.0% | -5.0% |
| YTD | +37.5% | +33.3% | +4.2% | +18.6% |
| 1Y | +37.7% | +22.9% | +14.8% | +22.1% |
| 3Y | -2.8% | +5.5% | -8.3% | -15.6% |
| 5Y | +77.6% | -41.9% | +119.5% | +89.2% |
| 10Y | +9.5% | +32.4% | -23.0% | -14.6% |
| All | +9.5% | +37.5% | -28.0% | -14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling