-10.0%
CLX vs TRGP
+267.3%
-277.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | +0.2% |
| 7D | +7.8% | +2.4% | +5.4% | +7.7% |
| 30D | +28.5% | +0.8% | +27.7% | +28.3% |
| 3M | +1.3% | +10.4% | -9.0% | +0.9% |
| 6M | +23.4% | +16.3% | +7.1% | +22.3% |
| YTD | +11.4% | +61.1% | -49.8% | +8.4% |
| 1Y | +6.9% | +71.6% | -64.7% | +3.8% |
| All | -10.0% | +267.3% | -277.3% | -11.0% |
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 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