+189,107.2%
LRCX vs SWKS
+9,235.4%
+179,871.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.2% | +7.0% | +7.8% |
| 7D | -16.2% | -6.2% | -10.0% | -14.3% |
| 30D | -39.2% | -1.5% | -37.7% | -38.8% |
| 3M | -34.4% | +23.0% | -57.3% | -39.3% |
| 6M | -32.4% | +27.6% | -60.0% | -38.2% |
| YTD | +17.4% | +32.3% | -14.9% | +5.1% |
| 1Y | +24.2% | +20.1% | +4.0% | +14.6% |
| 3Y | +221.6% | +0.6% | +220.9% | +210.3% |
| 5Y | +245.2% | -42.3% | +287.5% | +303.4% |
| 10Y | +2,310.5% | +35.9% | +2,274.6% | +2,179.1% |
| All | +189,107.2% | +9,235.4% | +179,871.8% | +67,195.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling