+1,401.6%
CRS vs TRGP
+627.0%
+774.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -4.1% | -0.6% | -3.6% | -3.9% |
| 30D | -16.6% | +10.0% | -26.5% | -21.1% |
| 3M | -14.3% | +7.6% | -21.9% | -18.8% |
| 6M | +11.6% | +26.8% | -15.2% | -5.2% |
| YTD | +42.6% | +60.6% | -18.0% | +4.6% |
| 1Y | +81.8% | +82.5% | -0.7% | +22.2% |
| 3Y | +632.1% | +265.0% | +367.0% | +210.5% |
| 5Y | +1,401.6% | +645.9% | +755.8% | +259.0% |
| All | +1,401.6% | +627.0% | +774.6% | +259.0% |
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 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