+36.2%
SWKS vs XOP
+42.7%
-6.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +9.4% | +6.3% | +3.1% | +8.0% |
| 30D | +17.0% | -6.6% | +23.6% | +18.3% |
| 3M | +28.9% | +3.6% | +25.4% | +29.0% |
| 6M | +33.1% | +10.8% | +22.4% | +31.9% |
| YTD | +44.8% | +48.3% | -3.5% | +28.2% |
| 1Y | +36.2% | +42.9% | -6.7% | +23.2% |
| All | +36.2% | +42.7% | -6.5% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling