+6.4%
OXY vs TRGP
+863.3%
-856.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.9% |
| 7D | +2.8% | +0.1% | +2.8% | +2.8% |
| 30D | +5.5% | +8.0% | -2.6% | -0.1% |
| 3M | +11.3% | +8.3% | +3.1% | +5.3% |
| 6M | +11.6% | +23.9% | -12.3% | -3.5% |
| YTD | +51.6% | +59.6% | -8.1% | +10.5% |
| 1Y | +36.2% | +79.4% | -43.2% | -8.6% |
| 3Y | +1.7% | +269.4% | -267.7% | -59.5% |
| 5Y | +164.5% | +641.6% | -477.2% | -32.7% |
| All | +6.4% | +863.3% | -856.8% | -75.9% |
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