+2,479.7%
LRCX vs SWK
+32.9%
+2,446.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.8% | +7.6% | +8.7% |
| 7D | -2.7% | +10.7% | -13.4% | -9.0% |
| 30D | -30.6% | +33.3% | -63.9% | -42.4% |
| 3M | -28.8% | +14.7% | -43.5% | -35.5% |
| 6M | -24.6% | +48.5% | -73.1% | -41.3% |
| YTD | +29.7% | +63.9% | -34.2% | -5.8% |
| 1Y | +39.5% | +80.4% | -40.9% | -4.5% |
| 3Y | +248.9% | +58.1% | +190.8% | +142.3% |
| 5Y | +274.3% | -24.5% | +298.8% | +300.5% |
| 10Y | +2,479.7% | +29.5% | +2,450.3% | +1,854.3% |
| All | +2,479.7% | +32.9% | +2,446.8% | +1,854.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling