+85.2%
SWK vs XPO
+38.8%
+46.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.6% | +14.7% | +13.8% |
| 7D | +17.9% | +3.5% | +14.4% | +16.0% |
| 30D | +31.9% | +2.8% | +29.1% | +30.0% |
| 3M | +16.6% | -7.5% | +24.1% | +20.2% |
| 6M | +61.1% | -5.9% | +67.1% | +63.7% |
| YTD | +64.2% | +38.4% | +25.8% | +36.4% |
| 1Y | +85.2% | +33.7% | +51.5% | +56.5% |
| All | +85.2% | +38.8% | +46.4% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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