+240.5%
RCL vs TRGP
+273.0%
-32.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.5% | -4.3% |
| 7D | -0.2% | +9.0% | -9.2% | -2.3% |
| 30D | +14.4% | +1.5% | +12.9% | +13.3% |
| 3M | +5.2% | +10.7% | -5.6% | +1.2% |
| 6M | +26.1% | +17.1% | +9.0% | +17.3% |
| YTD | +17.4% | +63.6% | -46.3% | -8.0% |
| 1Y | +24.7% | +77.0% | -52.3% | -6.4% |
| All | +240.5% | +273.0% | -32.5% | +122.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling