+223.5%
CB vs TRGP
+827.0%
-603.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | -3.1% | +9.5% | -12.5% | -4.7% |
| 3M | +4.2% | +10.8% | -6.7% | +1.9% |
| 6M | +4.7% | +25.3% | -20.6% | 0.0% |
| YTD | +8.8% | +60.3% | -51.4% | -0.9% |
| 1Y | +22.6% | +84.6% | -61.9% | +8.5% |
| 3Y | +70.6% | +264.4% | -193.7% | +30.1% |
| 5Y | +99.4% | +636.6% | -537.1% | +31.2% |
| 10Y | +223.5% | +848.9% | -625.5% | +74.5% |
| All | +223.5% | +827.0% | -603.6% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling