+887.1%
SWKS vs XPO
+9,445.4%
-8,558.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.2% |
| 7D | -6.2% | -6.7% | +0.5% | -4.9% |
| 30D | -1.5% | -1.9% | +0.4% | -1.2% |
| 3M | +23.0% | -9.9% | +32.8% | +25.3% |
| 6M | +27.6% | -16.4% | +44.0% | +31.8% |
| YTD | +32.3% | +30.2% | +2.1% | +24.5% |
| 1Y | +20.1% | +29.9% | -9.8% | +12.9% |
| 3Y | +0.6% | +122.6% | -122.0% | -17.1% |
| 5Y | -42.3% | +278.9% | -321.2% | -58.2% |
| 10Y | +35.9% | +1,375.3% | -1,339.4% | -22.6% |
| All | +887.1% | +9,445.4% | -8,558.3% | +312.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling