+46.0%
XOM vs SWKS
+4.6%
+41.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.2% | -1.6% |
| 7D | +1.8% | +12.5% | -10.7% | +1.9% |
| 30D | +5.9% | +10.5% | -4.6% | +5.9% |
| 3M | +5.6% | -7.4% | +13.0% | +6.6% |
| 6M | +7.9% | +32.7% | -24.8% | +7.4% |
| YTD | +35.2% | +19.2% | +16.0% | +35.6% |
| 1Y | +46.0% | +2.4% | +43.6% | +45.6% |
| All | +46.0% | +4.6% | +41.3% | +45.6% |
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