+2,479.7%
LRCX vs SWKS
+37.5%
+2,442.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.8% | +9.6% | +9.9% |
| 7D | -2.7% | -2.7% | 0.0% | -0.4% |
| 30D | -30.6% | +8.5% | -39.1% | -34.3% |
| 3M | -28.8% | +17.3% | -46.1% | -38.9% |
| 6M | -24.6% | +25.1% | -49.7% | -39.0% |
| YTD | +29.7% | +33.3% | -3.7% | -3.8% |
| 1Y | +39.5% | +22.9% | +16.6% | +10.1% |
| 3Y | +248.9% | +5.5% | +243.4% | +180.7% |
| 5Y | +274.3% | -41.9% | +316.2% | +388.0% |
| 10Y | +2,479.7% | +32.4% | +2,447.3% | +1,746.0% |
| All | +2,479.7% | +37.5% | +2,442.2% | +1,746.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling