+290,000.9%
LRCX vs SWKS
+8,307.4%
+281,693.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +4.0% |
| 7D | +1.9% | +12.5% | -10.6% | -1.9% |
| 30D | +0.1% | +10.5% | -10.4% | -3.2% |
| 3M | -8.5% | -7.4% | -1.1% | -6.0% |
| 6M | +38.1% | +32.7% | +5.4% | +25.4% |
| YTD | +80.1% | +19.2% | +60.9% | +68.2% |
| 1Y | +208.1% | +2.4% | +205.7% | +202.0% |
| 3Y | +350.2% | -25.6% | +375.8% | +382.1% |
| 5Y | +430.7% | -53.4% | +484.1% | +568.8% |
| 10Y | +3,633.2% | +23.2% | +3,610.1% | +3,576.1% |
| All | +290,000.9% | +8,307.4% | +281,693.5% | +107,661.7% |
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