+201.1%
NRG vs LSCC
+85.6%
+115.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | +9.3% | +5.2% | +4.0% | +8.0% |
| 30D | +1.3% | -9.6% | +10.9% | +3.7% |
| 3M | -6.0% | -17.8% | +11.8% | -2.7% |
| 6M | -22.0% | +37.4% | -59.4% | -28.8% |
| YTD | -24.1% | +59.7% | -83.8% | -33.4% |
| 1Y | -18.0% | +76.2% | -94.3% | -29.9% |
| 3Y | +220.0% | +28.2% | +191.8% | +171.3% |
| 5Y | +201.1% | +87.2% | +113.9% | +120.5% |
| All | +201.1% | +85.6% | +115.5% | +120.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling