+206.6%
LRCX vs SWK
+24.6%
+182.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.8% | +7.0% | +6.0% |
| 7D | +10.4% | +0.1% | +10.3% | +10.1% |
| 30D | +2.9% | -8.9% | +11.8% | +9.1% |
| 3M | -1.2% | +20.5% | -21.7% | -12.3% |
| 6M | +60.9% | +27.1% | +33.8% | +37.4% |
| YTD | +87.5% | +30.2% | +57.4% | +55.1% |
| 1Y | +206.6% | +24.8% | +181.9% | +161.2% |
| All | +206.6% | +24.6% | +182.0% | +161.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling