+4,436.6%
XOM vs SWK
+1,536.3%
+2,900.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -11.4% | +11.0% | -22.4% | -14.4% |
| 30D | +1.1% | +30.1% | -28.9% | -6.6% |
| 3M | +7.8% | +14.7% | -6.8% | +2.9% |
| 6M | +13.0% | +44.5% | -31.5% | -0.1% |
| YTD | +40.6% | +59.4% | -18.8% | +19.1% |
| 1Y | +49.1% | +77.5% | -28.5% | +22.0% |
| 3Y | +72.9% | +49.5% | +23.4% | +42.8% |
| 5Y | +204.0% | -24.9% | +228.9% | +197.1% |
| 10Y | +205.7% | +31.8% | +174.0% | +141.4% |
| All | +4,436.6% | +1,536.3% | +2,900.3% | +1,850.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling