-0.9%
CCL vs TRGP
+639.4%
-640.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.7% |
| 7D | -4.4% | -0.7% | -3.7% | -4.1% |
| 30D | -18.2% | +9.5% | -27.7% | -22.2% |
| 3M | -17.7% | +10.8% | -28.5% | -23.6% |
| 6M | -13.0% | +25.3% | -38.3% | -25.9% |
| YTD | -24.5% | +60.3% | -84.7% | -45.1% |
| 1Y | -26.9% | +84.6% | -111.5% | -51.9% |
| 3Y | +50.8% | +264.4% | -213.6% | -38.6% |
| 5Y | -0.9% | +636.6% | -637.5% | -76.5% |
| All | -0.9% | +639.4% | -640.4% | -76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling