+9,994.1%
LSCC vs SWK
+1,585.9%
+8,408.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.1% | -11.8% | -6.4% |
| 7D | +3.0% | +17.9% | -14.9% | -7.2% |
| 30D | -19.3% | +31.9% | -51.2% | -32.3% |
| 3M | -22.3% | +16.6% | -38.8% | -30.0% |
| 6M | -14.6% | +61.1% | -75.7% | -36.6% |
| YTD | +45.8% | +64.2% | -18.4% | +6.3% |
| 1Y | +69.6% | +85.2% | -15.6% | +14.9% |
| 3Y | +86.1% | +50.2% | +35.9% | +39.3% |
| 5Y | +30.7% | -22.8% | +53.5% | +38.2% |
| 10Y | +1,283.9% | +35.8% | +1,248.1% | +865.8% |
| All | +9,994.1% | +1,585.9% | +8,408.2% | +1,855.4% |
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