+189,107.2%
LRCX vs SWK
+1,536.3%
+187,570.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.4% | +8.6% | +8.4% |
| 7D | -16.2% | +11.0% | -27.2% | -21.7% |
| 30D | -39.2% | +30.1% | -69.2% | -48.3% |
| 3M | -34.4% | +14.7% | -49.0% | -40.3% |
| 6M | -32.4% | +44.5% | -76.9% | -45.8% |
| YTD | +17.4% | +59.4% | -41.9% | -11.5% |
| 1Y | +24.2% | +77.5% | -53.4% | -12.1% |
| 3Y | +221.6% | +49.5% | +172.1% | +138.1% |
| 5Y | +245.2% | -24.9% | +270.1% | +261.0% |
| 10Y | +2,310.5% | +31.8% | +2,278.7% | +1,673.2% |
| All | +189,107.2% | +1,536.3% | +187,570.9% | +36,771.9% |
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