+24.8%
SWK vs COPX
+88.4%
-63.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.1% | -6.9% | -3.9% |
| 7D | +0.1% | +5.8% | -5.6% | -1.5% |
| 30D | -8.9% | +7.2% | -16.1% | -10.8% |
| 3M | +20.5% | +16.5% | +4.0% | +14.8% |
| 6M | +27.1% | +18.4% | +8.7% | +18.6% |
| YTD | +30.2% | +31.9% | -1.7% | +14.9% |
| 1Y | +24.8% | +88.5% | -63.7% | +1.2% |
| All | +24.8% | +88.4% | -63.7% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COPX 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling