+32.4%
SWKS vs XOP
+47.9%
-15.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -2.7% | -10.0% | +7.3% | +0.9% |
| 30D | +8.5% | -9.1% | +17.6% | +12.0% |
| 3M | +17.3% | +5.1% | +12.2% | +15.0% |
| 6M | +25.1% | +6.4% | +18.7% | +21.4% |
| YTD | +33.3% | +39.7% | -6.4% | +16.6% |
| 1Y | +22.9% | +37.2% | -14.3% | +8.1% |
| 3Y | +5.5% | +37.6% | -32.1% | -7.6% |
| 5Y | -41.9% | +76.5% | -118.4% | -54.1% |
| 10Y | +32.4% | +42.6% | -10.2% | -3.3% |
| All | +32.4% | +47.9% | -15.5% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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