+102.2%
USO vs SWKS
+14.2%
+88.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.9% | -5.2% | -8.2% |
| 7D | -12.7% | -4.9% | -7.8% | -13.0% |
| 30D | +1.0% | -1.2% | +2.2% | +1.0% |
| 3M | +25.6% | +24.2% | +1.4% | +29.1% |
| 6M | -1.5% | +21.5% | -23.0% | +4.4% |
| YTD | +110.3% | +33.5% | +76.8% | +131.7% |
| 1Y | +102.2% | +18.9% | +83.2% | +120.6% |
| All | +102.2% | +14.2% | +88.0% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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