+17.5%
SWK vs LCID
-92.6%
+110.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | -0.4% | -6.6% | +6.1% | +0.6% |
| 30D | -5.7% | -30.1% | +24.4% | -0.6% |
| 3M | +24.1% | -17.6% | +41.7% | +24.3% |
| 6M | +24.7% | -54.4% | +79.1% | +37.2% |
| YTD | +33.9% | -55.7% | +89.7% | +47.0% |
| 1Y | +34.7% | -71.0% | +105.7% | +57.9% |
| All | +17.5% | -92.6% | +110.1% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling