+147.9%
OXY vs TRGP
+628.1%
-480.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.8% |
| 3M | +11.3% | +8.3% | +3.1% | +4.5% |
| 6M | +11.6% | +23.9% | -12.3% | -5.3% |
| YTD | +51.6% | +59.6% | -8.1% | +6.1% |
| 1Y | +36.2% | +79.4% | -43.2% | -13.3% |
| 3Y | +1.7% | +269.4% | -267.7% | -67.5% |
| All | +147.9% | +628.1% | -480.2% | -66.3% |
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 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