+293.8%
RCL vs TRGP
+500.4%
-206.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.5% | -5.5% | -4.6% |
| 7D | -0.2% | +9.0% | -9.2% | -3.9% |
| 30D | +14.4% | +1.5% | +12.9% | +12.6% |
| 3M | +5.2% | +10.7% | -5.6% | -1.1% |
| 6M | +26.1% | +17.1% | +9.0% | +13.4% |
| YTD | +17.4% | +63.6% | -46.3% | -13.9% |
| 1Y | +24.7% | +77.0% | -52.3% | -12.8% |
| 3Y | +250.9% | +273.2% | -22.2% | +53.1% |
| 5Y | +293.8% | +508.6% | -214.8% | +15.0% |
| All | +293.8% | +500.4% | -206.6% | +15.0% |
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