+587.1%
SWK vs XPO
+9,445.4%
-8,858.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | +11.0% | -6.7% | +17.7% | +12.3% |
| 30D | +30.1% | -1.9% | +31.9% | +30.4% |
| 3M | +14.7% | -9.9% | +24.5% | +16.5% |
| 6M | +44.5% | -16.4% | +60.9% | +48.5% |
| YTD | +59.4% | +30.2% | +29.2% | +52.0% |
| 1Y | +77.5% | +29.9% | +47.6% | +69.4% |
| 3Y | +49.5% | +122.6% | -73.2% | +29.3% |
| 5Y | -24.9% | +278.9% | -303.8% | -41.1% |
| 10Y | +31.8% | +1,375.3% | -1,343.5% | -10.8% |
| All | +587.1% | +9,445.4% | -8,858.3% | +323.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling