+58.1%
SWK vs XPO
+129.7%
-71.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.3% | -3.4% | +0.5% |
| 7D | +10.7% | -1.9% | +12.6% | +11.3% |
| 30D | +33.3% | +2.5% | +30.9% | +31.7% |
| 3M | +14.7% | -7.2% | +21.8% | +17.4% |
| 6M | +48.5% | -8.1% | +56.6% | +52.0% |
| YTD | +63.9% | +38.3% | +25.5% | +43.2% |
| 1Y | +80.4% | +33.6% | +46.8% | +59.4% |
| 3Y | +58.1% | +133.1% | -75.0% | +16.7% |
| All | +58.1% | +129.7% | -71.6% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling