+246.7%
CB vs TRGP
+762.8%
-516.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.3% | +1.0% |
| 7D | +0.7% | -5.8% | +6.5% | +1.7% |
| 30D | +8.2% | -1.5% | +9.7% | +8.2% |
| 3M | +6.3% | +6.1% | +0.2% | +4.8% |
| 6M | +16.2% | +14.4% | +1.8% | +12.7% |
| YTD | +19.3% | +55.3% | -36.0% | +9.0% |
| 1Y | +29.2% | +69.1% | -39.9% | +16.1% |
| 3Y | +71.4% | +254.3% | -182.8% | +31.2% |
| 5Y | +104.2% | +471.4% | -367.2% | +40.5% |
| 10Y | +246.7% | +773.0% | -526.3% | +93.0% |
| All | +246.7% | +762.8% | -516.1% | +93.0% |
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