+2,664.2%
LRCX vs SW
+182.3%
+2,481.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.2% |
| 7D | +6.5% | -2.6% | +9.1% | +7.1% |
| 30D | -23.8% | +7.2% | -31.0% | -24.9% |
| 3M | -24.2% | -10.5% | -13.7% | -22.9% |
| 6M | -20.2% | +9.9% | -30.1% | -22.0% |
| YTD | +38.2% | +17.2% | +21.0% | +33.1% |
| 1Y | +48.9% | +26.5% | +22.4% | +41.5% |
| 3Y | +252.8% | +47.7% | +205.2% | +227.5% |
| 5Y | +304.3% | +0.2% | +304.1% | +282.9% |
| 10Y | +2,664.2% | +182.3% | +2,481.9% | +2,212.9% |
| All | +2,664.2% | +182.3% | +2,481.9% | +2,212.9% |
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