+72.7%
SWK vs XPO
+36.4%
+36.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -2.0% | +6.9% | -8.8% | -4.8% |
| 30D | +24.6% | +4.1% | +20.5% | +21.9% |
| 3M | +10.8% | -9.7% | +20.5% | +15.6% |
| 6M | +46.1% | -3.8% | +49.9% | +46.6% |
| YTD | +56.8% | +38.8% | +18.1% | +28.9% |
| 1Y | +72.7% | +34.2% | +38.5% | +44.4% |
| All | +72.7% | +36.4% | +36.3% | +44.4% |
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