+208.1%
LRCX vs NRG
-18.6%
+226.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.4% | -1.3% | +1.4% |
| 7D | +1.9% | +7.1% | -5.2% | -2.1% |
| 30D | +0.1% | -1.4% | +1.5% | +0.2% |
| 3M | -8.5% | -10.5% | +2.0% | -4.4% |
| 6M | +38.1% | -26.7% | +64.8% | +62.2% |
| YTD | +80.1% | -24.5% | +104.6% | +104.8% |
| 1Y | +208.1% | -18.6% | +226.6% | +260.6% |
| All | +208.1% | -18.6% | +226.7% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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