+170.6%
CVX vs TRGP
+627.0%
-456.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.7% | -0.6% | +1.2% | +1.0% |
| 30D | +9.1% | +10.0% | -0.8% | +3.7% |
| 3M | +13.1% | +7.6% | +5.5% | +8.6% |
| 6M | +16.3% | +26.8% | -10.5% | +2.7% |
| YTD | +43.5% | +60.6% | -17.1% | +12.2% |
| 1Y | +40.2% | +82.5% | -42.3% | +2.1% |
| 3Y | +44.2% | +265.0% | -220.8% | -32.7% |
| 5Y | +170.6% | +645.9% | -475.3% | -18.6% |
| All | +170.6% | +627.0% | -456.4% | -18.6% |
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