+274.8%
CG vs TRGP
+822.5%
-547.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +0.2% | +12.4% | -12.2% | -3.7% |
| 30D | +11.2% | +2.6% | +8.6% | +9.7% |
| 3M | -22.1% | +11.9% | -33.9% | -25.7% |
| 6M | -17.9% | +13.9% | -31.8% | -22.7% |
| YTD | -31.3% | +64.2% | -95.5% | -43.5% |
| 1Y | -24.0% | +78.5% | -102.5% | -39.4% |
| 3Y | +45.0% | +272.9% | -227.9% | -9.4% |
| 5Y | -22.6% | +510.7% | -533.4% | -58.9% |
| All | +274.8% | +822.5% | -547.6% | +38.7% |
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