+357.1%
CVX vs TRGP
+2,265.4%
-1,908.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.1% |
| 7D | -0.6% | -0.6% | 0.0% | -0.4% |
| 30D | +13.4% | +14.6% | -1.1% | +8.2% |
| 3M | +11.8% | +11.9% | -0.1% | +7.4% |
| 6M | +12.4% | +25.3% | -12.8% | +3.9% |
| YTD | +41.5% | +61.9% | -20.4% | +19.8% |
| 1Y | +41.6% | +87.3% | -45.7% | +13.6% |
| 3Y | +42.2% | +268.0% | -225.8% | -10.5% |
| 5Y | +166.0% | +638.2% | -472.3% | +33.0% |
| 10Y | +207.2% | +821.9% | -614.7% | +16.6% |
| All | +357.1% | +2,265.4% | -1,908.3% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling