-25.2%
SWKS vs XPO
+155.9%
-181.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +2.3% |
| 7D | +12.5% | +2.4% | +10.1% | +11.7% |
| 30D | +10.5% | -3.5% | +14.0% | +11.5% |
| 3M | -7.4% | -11.9% | +4.5% | -4.3% |
| 6M | +32.7% | -10.0% | +42.6% | +35.4% |
| YTD | +19.2% | +42.1% | -22.9% | +6.9% |
| 1Y | +2.4% | +47.6% | -45.2% | -9.7% |
| All | -25.2% | +155.9% | -181.1% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling