+51.7%
SWK vs XPO
-12.5%
+64.2%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.2% | +3.6% | -0.6% |
| 7D | +11.3% | -3.6% | +14.8% | +12.3% |
| 30D | +28.1% | -3.8% | +31.9% | +29.3% |
| 3M | +12.6% | -11.8% | +24.4% | +17.2% |
| 6M | +51.7% | -15.0% | +66.7% | +61.5% |
| All | +51.7% | -12.5% | +64.2% | +61.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling