+193.5%
NRG vs LPLA
+147.5%
+46.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.1% |
| 7D | -4.7% | -1.5% | -3.1% | -4.3% |
| 30D | -6.0% | -6.0% | 0.0% | -4.4% |
| 3M | -8.0% | +24.0% | -32.0% | -13.8% |
| 6M | -23.2% | +17.0% | -40.1% | -27.3% |
| YTD | -28.1% | -0.7% | -27.4% | -28.7% |
| 1Y | -27.3% | +2.1% | -29.4% | -28.8% |
| 3Y | +208.7% | +48.7% | +160.0% | +175.1% |
| All | +193.5% | +147.5% | +46.0% | +125.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling