+1,814.6%
SWKS vs XOP
+67.7%
+1,746.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -0.8% |
| 7D | -9.2% | -12.7% | +3.5% | -3.7% |
| 30D | -1.9% | -7.6% | +5.7% | +1.2% |
| 3M | +21.2% | +5.8% | +15.4% | +17.8% |
| 6M | +12.9% | -2.7% | +15.6% | +13.2% |
| YTD | +30.7% | +39.7% | -8.9% | +10.8% |
| 1Y | +14.1% | +42.4% | -28.3% | -4.3% |
| 3Y | -1.7% | +26.4% | -28.1% | -13.6% |
| 5Y | -43.0% | +78.9% | -121.9% | -58.7% |
| 10Y | +34.3% | +52.1% | -17.8% | -13.1% |
| All | +1,814.6% | +67.7% | +1,746.9% | +1,031.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling