+75.3%
SWK vs XPO
+38.7%
+36.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.7% |
| 7D | -1.4% | +9.0% | -10.3% | -5.0% |
| 30D | +25.5% | +4.2% | +21.3% | +22.8% |
| 3M | +11.8% | -8.7% | +20.4% | +16.0% |
| 6M | +48.7% | -2.8% | +51.5% | +48.6% |
| YTD | +57.2% | +41.9% | +15.3% | +27.7% |
| 1Y | +75.3% | +42.3% | +32.9% | +41.3% |
| All | +75.3% | +38.7% | +36.5% | +41.3% |
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