+8,313.6%
LHX vs SWK
+1,547.3%
+6,766.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +6.5% | -2.3% | +8.8% | +7.2% |
| 30D | +16.1% | +30.4% | -14.3% | +6.2% |
| 3M | -2.8% | +12.1% | -15.0% | -6.9% |
| 6M | -7.7% | +49.1% | -56.8% | -19.8% |
| YTD | -4.6% | +60.4% | -65.1% | -19.8% |
| 1Y | -6.8% | +78.3% | -85.1% | -24.4% |
| 3Y | +60.8% | +53.3% | +7.5% | +29.8% |
| 5Y | +39.5% | -27.0% | +66.5% | +37.9% |
| 10Y | +222.4% | +20.8% | +201.6% | +146.5% |
| All | +8,313.6% | +1,547.3% | +6,766.3% | +2,501.8% |
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 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