+209,827.1%
LRCX vs SWK
+1,559.0%
+208,268.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.3% |
| 7D | -3.6% | +11.3% | -14.9% | -9.8% |
| 30D | -30.3% | +31.5% | -61.7% | -41.0% |
| 3M | -27.3% | +14.4% | -41.8% | -33.7% |
| 6M | -24.2% | +46.4% | -70.7% | -39.6% |
| YTD | +30.3% | +61.6% | -31.3% | -2.5% |
| 1Y | +34.3% | +78.7% | -44.4% | -5.2% |
| 3Y | +232.6% | +54.4% | +178.2% | +142.1% |
| 5Y | +286.2% | -25.3% | +311.5% | +305.6% |
| 10Y | +2,547.4% | +22.4% | +2,525.0% | +1,930.5% |
| All | +209,827.1% | +1,559.0% | +208,268.1% | +40,540.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling