+17.9%
LMT vs SWKS
+4.6%
+13.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -1.4% |
| 7D | -6.3% | +12.5% | -18.8% | -6.0% |
| 30D | -8.5% | +10.5% | -19.0% | -8.3% |
| 3M | +1.8% | -7.4% | +9.2% | +2.6% |
| 6M | -19.9% | +32.7% | -52.6% | -21.1% |
| YTD | +10.6% | +19.2% | -8.6% | +10.6% |
| 1Y | +17.9% | +2.4% | +15.6% | +19.6% |
| All | +17.9% | +4.6% | +13.3% | +19.6% |
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