+6.8%
OXY vs TRGP
+2,265.4%
-2,258.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.4% | +0.2% |
| 7D | -0.5% | -0.6% | +0.1% | -0.2% |
| 30D | +8.5% | +14.6% | -6.1% | +0.6% |
| 3M | +6.0% | +11.9% | -5.9% | -0.4% |
| 6M | +13.0% | +25.3% | -12.3% | 0.0% |
| YTD | +48.9% | +61.9% | -13.0% | +14.6% |
| 1Y | +36.4% | +87.3% | -50.9% | -3.2% |
| 3Y | -2.3% | +268.0% | -270.3% | -52.7% |
| 5Y | +160.6% | +638.2% | -477.6% | -10.7% |
| 10Y | +2.0% | +821.9% | -820.0% | -69.7% |
| All | +6.8% | +2,265.4% | -2,258.6% | -81.8% |
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