+50.8%
SWKS vs XOP
+53.9%
-3.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | +9.4% | +6.3% | +3.1% | +7.1% |
| 30D | +17.0% | -6.6% | +23.6% | +19.7% |
| 3M | +28.9% | +3.6% | +25.4% | +27.2% |
| 6M | +33.1% | +10.8% | +22.4% | +27.4% |
| YTD | +44.8% | +48.3% | -3.5% | +24.1% |
| 1Y | +36.2% | +42.9% | -6.7% | +18.2% |
| 3Y | +11.5% | +43.3% | -31.8% | -3.8% |
| 5Y | -37.1% | +94.0% | -131.0% | -51.9% |
| All | +50.8% | +53.9% | -3.0% | +7.7% |
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