+99.0%
USO vs SWKS
+21.0%
+78.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -3.8% |
| 7D | -9.1% | -2.7% | -6.3% | -9.2% |
| 30D | -3.7% | +8.5% | -12.2% | -3.1% |
| 3M | +20.9% | +17.3% | +3.6% | +23.4% |
| 6M | +6.8% | +25.1% | -18.3% | +12.7% |
| YTD | +106.3% | +33.3% | +72.9% | +128.1% |
| All | +99.0% | +21.0% | +78.1% | +119.2% |
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