+27.6%
SWKS vs XEL
+144.0%
-116.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.8% |
| 7D | +12.5% | -1.0% | +13.5% | +12.9% |
| 30D | +10.5% | -1.9% | +12.4% | +11.3% |
| 3M | -7.4% | -1.9% | -5.5% | -7.0% |
| 6M | +32.7% | -7.4% | +40.1% | +36.2% |
| YTD | +19.2% | +4.1% | +15.1% | +17.0% |
| 1Y | +2.4% | +8.0% | -5.7% | -1.4% |
| 3Y | -25.6% | +48.4% | -74.0% | -38.1% |
| 5Y | -53.4% | +27.2% | -80.7% | -59.1% |
| All | +27.6% | +144.0% | -116.4% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling