+72.7%
SWK vs LCID
-82.0%
+154.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -11.6% | +9.0% | -1.0% |
| 7D | +11.3% | -6.9% | +18.1% | +12.3% |
| 30D | +28.1% | -28.4% | +56.5% | +33.0% |
| 3M | +12.6% | -55.5% | +68.1% | +23.3% |
| 6M | +51.7% | -52.3% | +104.0% | +61.6% |
| YTD | +60.0% | -71.8% | +131.8% | +87.0% |
| 1Y | +72.7% | -82.7% | +155.4% | +127.6% |
| All | +72.7% | -82.0% | +154.7% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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