+31.8%
CLX vs TRGP
+822.5%
-790.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.8% | +1.2% |
| 7D | +9.5% | +12.4% | -2.9% | +9.7% |
| 30D | +30.7% | +2.6% | +28.1% | +30.8% |
| 3M | +4.2% | +11.9% | -7.6% | +4.5% |
| 6M | +22.1% | +13.9% | +8.2% | +22.4% |
| YTD | +14.1% | +64.2% | -50.1% | +15.0% |
| 1Y | +10.3% | +78.5% | -68.2% | +11.4% |
| 3Y | -7.8% | +272.9% | -280.7% | -5.2% |
| 5Y | -20.8% | +510.7% | -531.6% | -17.2% |
| All | +31.8% | +822.5% | -790.7% | +48.2% |
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