+212.8%
XOM vs SWK
-28.9%
+241.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.1% | +2.0% |
| 7D | +2.7% | -2.0% | +4.7% | +2.9% |
| 30D | -2.5% | +24.6% | -27.1% | -4.5% |
| 3M | +7.0% | +10.8% | -3.8% | +5.8% |
| 6M | +14.2% | +46.1% | -31.9% | +9.4% |
| YTD | +43.9% | +56.8% | -12.9% | +35.8% |
| 1Y | +47.9% | +72.7% | -24.8% | +37.4% |
| 3Y | +80.6% | +49.9% | +30.7% | +67.8% |
| 5Y | +212.8% | -30.9% | +243.7% | +212.8% |
| All | +212.8% | -28.9% | +241.6% | +212.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling