+219.2%
CVX vs TRGP
+863.3%
-644.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +9.8% | +8.0% | +1.8% | +6.4% |
| 3M | +16.2% | +8.3% | +7.9% | +12.4% |
| 6M | +13.6% | +23.9% | -10.3% | +4.3% |
| YTD | +44.4% | +59.6% | -15.3% | +20.0% |
| 1Y | +40.6% | +79.4% | -38.8% | +11.2% |
| 3Y | +48.2% | +269.4% | -221.2% | -13.1% |
| 5Y | +172.3% | +641.6% | -469.4% | +22.6% |
| All | +219.2% | +863.3% | -644.1% | +5.5% |
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