+67.8%
CSX vs TRGP
+621.9%
-554.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.2% |
| 7D | -3.4% | +0.8% | -4.2% | -3.6% |
| 30D | -3.1% | +11.5% | -14.6% | -6.0% |
| 3M | +7.2% | +9.0% | -1.8% | +4.4% |
| 6M | +16.2% | +20.5% | -4.3% | +9.8% |
| YTD | +37.5% | +59.5% | -22.0% | +20.2% |
| 1Y | +53.2% | +77.9% | -24.7% | +29.3% |
| 3Y | +68.2% | +253.6% | -185.3% | +12.1% |
| All | +67.8% | +621.9% | -554.1% | -13.6% |
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 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