+78.9%
XOP vs SWK
-25.4%
+104.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.3% | -2.4% |
| 7D | -12.7% | +11.3% | -24.0% | -15.0% |
| 30D | -7.6% | +28.1% | -35.7% | -12.8% |
| 3M | +5.8% | +12.6% | -6.8% | +2.6% |
| 6M | -2.7% | +51.7% | -54.4% | -13.1% |
| YTD | +39.7% | +60.0% | -20.3% | +21.7% |
| 1Y | +42.4% | +72.7% | -30.3% | +20.9% |
| 3Y | +26.4% | +46.3% | -19.9% | +8.4% |
| 5Y | +78.9% | -24.6% | +103.5% | +75.8% |
| All | +78.9% | -25.4% | +104.4% | +75.8% |
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