+208.1%
LRCX vs SWKS
+4.6%
+203.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +3.4% |
| 7D | +1.9% | +12.5% | -10.6% | -3.8% |
| 30D | +0.1% | +10.5% | -10.4% | -4.9% |
| 3M | -8.5% | -7.4% | -1.1% | -6.0% |
| 6M | +38.1% | +32.7% | +5.4% | +20.3% |
| YTD | +80.1% | +19.2% | +60.9% | +65.9% |
| 1Y | +208.1% | +2.4% | +205.7% | +214.0% |
| All | +208.1% | +4.6% | +203.4% | +214.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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