+25.9%
SWKS vs XOP
+54.1%
-28.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.8% |
| 7D | +12.5% | +2.6% | +9.9% | +11.5% |
| 30D | +10.5% | +15.4% | -5.0% | +4.9% |
| 3M | -7.4% | +12.1% | -19.5% | -11.6% |
| 6M | +32.7% | +19.7% | +13.0% | +23.2% |
| YTD | +19.2% | +52.4% | -33.2% | +1.2% |
| 1Y | +2.4% | +47.6% | -45.2% | -12.2% |
| 3Y | -25.6% | +34.4% | -60.0% | -34.5% |
| 5Y | -53.4% | +154.4% | -207.8% | -67.4% |
| All | +25.9% | +54.1% | -28.2% | -11.2% |
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