+275.4%
ORCL vs TRGP
+819.3%
-543.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.2% |
| 7D | +10.4% | +9.0% | +1.4% | +9.1% |
| 30D | -11.2% | +1.5% | -12.8% | -11.4% |
| 3M | -16.8% | +10.7% | -27.5% | -18.0% |
| 6M | -31.5% | +17.1% | -48.6% | -33.2% |
| YTD | -33.9% | +63.6% | -97.5% | -38.7% |
| 1Y | -43.3% | +77.0% | -120.2% | -47.9% |
| 3Y | +16.5% | +273.2% | -256.7% | -2.4% |
| 5Y | +45.4% | +508.6% | -463.2% | +14.4% |
| All | +275.4% | +819.3% | -543.8% | +182.3% |
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