+342.5%
RCL vs TRGP
+827.0%
-484.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -2.2% | -0.7% | -1.5% | -1.9% |
| 30D | -15.7% | +9.5% | -25.1% | -19.8% |
| 3M | -8.0% | +10.8% | -18.8% | -14.2% |
| 6M | -10.1% | +25.3% | -35.5% | -22.3% |
| YTD | -5.9% | +60.3% | -66.1% | -28.9% |
| 1Y | -23.5% | +84.6% | -108.0% | -46.9% |
| 3Y | +174.4% | +264.4% | -90.0% | +30.7% |
| 5Y | +227.1% | +636.6% | -409.4% | +6.5% |
| 10Y | +342.5% | +848.9% | -506.4% | +2.3% |
| All | +342.5% | +827.0% | -484.5% | +2.3% |
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