+49.0%
CG vs TRGP
+261.7%
-212.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.6% |
| 7D | -6.4% | -0.7% | -5.7% | -6.1% |
| 30D | -7.1% | +9.5% | -16.5% | -11.1% |
| 3M | -1.6% | +10.8% | -12.4% | -7.3% |
| 6M | -8.3% | +25.3% | -33.7% | -19.9% |
| YTD | -23.8% | +60.3% | -84.1% | -42.5% |
| 1Y | -28.7% | +84.6% | -113.3% | -51.1% |
| All | +49.0% | +261.7% | -212.7% | -22.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling