+20.1%
SWKS vs XPO
+28.2%
-8.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -6.2% | -6.7% | +0.5% | -4.3% |
| 30D | -1.5% | -1.9% | +0.4% | -1.1% |
| 3M | +23.0% | -9.9% | +32.8% | +26.4% |
| 6M | +27.6% | -16.4% | +44.0% | +33.7% |
| YTD | +32.3% | +30.2% | +2.1% | +17.1% |
| 1Y | +20.1% | +29.9% | -9.8% | +6.1% |
| All | +20.1% | +28.2% | -8.1% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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