+25.9%
SWKS vs LSCC
+1,772.4%
-1,746.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.5% | +2.6% |
| 7D | +12.5% | +1.3% | +11.2% | +11.9% |
| 30D | +10.5% | -9.7% | +20.2% | +15.4% |
| 3M | -7.4% | -23.7% | +16.3% | +3.2% |
| 6M | +32.7% | +26.5% | +6.2% | +15.3% |
| YTD | +19.2% | +57.5% | -38.4% | -7.9% |
| 1Y | +2.4% | +75.7% | -73.3% | -25.4% |
| 3Y | -25.6% | +19.5% | -45.1% | -40.5% |
| 5Y | -53.4% | +83.8% | -137.2% | -71.2% |
| All | +25.9% | +1,772.4% | -1,746.5% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling