+3,659.5%
LRCX vs SW
+147.8%
+3,511.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.9% | +4.9% |
| 7D | +1.9% | -5.1% | +7.0% | +2.9% |
| 30D | +0.1% | -4.6% | +4.7% | +0.9% |
| 3M | -8.5% | +9.4% | -17.9% | -10.3% |
| 6M | +38.1% | +3.5% | +34.6% | +36.6% |
| YTD | +80.1% | +22.0% | +58.0% | +72.8% |
| 1Y | +208.1% | +2.2% | +205.8% | +203.4% |
| 3Y | +350.2% | +19.6% | +330.6% | +329.4% |
| 5Y | +430.7% | -2.3% | +433.0% | +404.1% |
| All | +3,659.5% | +147.8% | +3,511.7% | +3,051.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling