+102.2%
USO vs SWK
+87.6%
+14.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +13.1% | -21.2% | -0.6% |
| 7D | -12.7% | +17.9% | -30.6% | -3.3% |
| 30D | +1.0% | +31.9% | -31.0% | +19.1% |
| 3M | +25.6% | +16.6% | +9.0% | +38.7% |
| 6M | -1.5% | +61.1% | -62.6% | +32.0% |
| YTD | +110.3% | +64.2% | +46.0% | +188.3% |
| 1Y | +102.2% | +85.2% | +16.9% | +184.3% |
| All | +102.2% | +87.6% | +14.5% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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