+206.6%
LRCX vs SWK
+23.5%
+183.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.6% | +7.8% | +6.5% |
| 7D | +10.4% | -0.7% | +11.2% | +10.7% |
| 30D | +2.9% | -9.7% | +12.6% | +9.7% |
| 3M | -1.2% | +19.5% | -20.6% | -11.9% |
| 6M | +60.9% | +26.0% | +34.9% | +38.1% |
| YTD | +87.5% | +29.1% | +58.5% | +55.9% |
| 1Y | +206.6% | +23.7% | +183.0% | +162.5% |
| All | +206.6% | +23.5% | +183.1% | +162.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling