-18.6%
NRG vs LPLA
+0.7%
-19.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.5% |
| 7D | +7.1% | -3.1% | +10.2% | +7.5% |
| 30D | -1.4% | -0.1% | -1.3% | -1.5% |
| 3M | -10.5% | +23.2% | -33.7% | -12.6% |
| 6M | -26.7% | +15.5% | -42.3% | -27.5% |
| YTD | -24.5% | +0.9% | -25.4% | -23.2% |
| 1Y | -18.6% | +0.2% | -18.7% | -17.3% |
| All | -18.6% | +0.7% | -19.2% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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