+788.9%
SWKS vs XPO
+10,316.6%
-9,527.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.5% | -1.0% | +2.6% |
| 7D | +12.5% | +2.4% | +10.1% | +12.0% |
| 30D | +10.5% | -3.5% | +14.0% | +11.3% |
| 3M | -7.4% | -11.9% | +4.5% | -5.1% |
| 6M | +32.7% | -10.0% | +42.6% | +34.8% |
| YTD | +19.2% | +42.1% | -22.9% | +10.3% |
| 1Y | +2.4% | +47.6% | -45.2% | -6.3% |
| 3Y | -25.6% | +153.6% | -179.2% | -40.5% |
| 5Y | -53.4% | +266.5% | -319.9% | -66.1% |
| 10Y | +23.2% | +1,460.4% | -1,437.3% | -30.7% |
| All | +788.9% | +10,316.6% | -9,527.6% | +265.6% |
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