+23.6%
SWKS vs XOP
+37.2%
-13.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -3.1% | -8.4% | +5.2% | -1.5% |
| 30D | +8.3% | -8.4% | +16.7% | +10.0% |
| 3M | +20.2% | +0.2% | +20.1% | +21.4% |
| 6M | +24.9% | +7.2% | +17.7% | +24.4% |
| YTD | +33.2% | +40.8% | -7.7% | +20.2% |
| 1Y | +23.6% | +36.3% | -12.7% | +13.3% |
| All | +23.6% | +37.2% | -13.6% | +13.3% |
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 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