+33.6%
LRCX vs SWK
+79.5%
-45.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.8% | +7.6% | +9.0% |
| 7D | -2.7% | +10.7% | -13.4% | -7.7% |
| 30D | -30.6% | +33.3% | -63.9% | -41.7% |
| 3M | -28.8% | +14.7% | -43.5% | -34.1% |
| 6M | -24.6% | +48.5% | -73.1% | -41.2% |
| YTD | +29.7% | +63.9% | -34.2% | -8.3% |
| All | +33.6% | +79.5% | -45.9% | -10.5% |
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