+10,568.0%
LRCX vs NRG
+1,510.3%
+9,057.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.6% | -0.5% |
| 7D | -3.1% | -4.7% | +1.6% | -1.3% |
| 30D | -8.6% | -6.0% | -2.6% | -6.8% |
| 3M | -17.7% | -8.0% | -9.7% | -15.8% |
| 6M | +36.4% | -23.2% | +59.5% | +48.8% |
| YTD | +74.5% | -28.1% | +102.6% | +95.3% |
| 1Y | +159.4% | -27.3% | +186.7% | +189.5% |
| 3Y | +361.6% | +208.7% | +152.9% | +200.7% |
| 5Y | +425.2% | +197.7% | +227.6% | +240.4% |
| 10Y | +3,645.0% | +1,103.3% | +2,541.7% | +1,369.3% |
| All | +10,568.0% | +1,510.3% | +9,057.8% | +3,445.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling