+238.8%
RCL vs TRGP
+631.5%
-392.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.9% |
| 7D | -0.5% | -0.6% | +0.1% | -0.2% |
| 30D | -17.3% | +14.6% | -31.9% | -22.8% |
| 3M | -2.8% | +11.9% | -14.7% | -9.3% |
| 6M | -4.4% | +25.3% | -29.7% | -17.1% |
| YTD | -4.2% | +61.9% | -66.0% | -28.5% |
| 1Y | -23.4% | +87.3% | -110.6% | -48.0% |
| 3Y | +179.4% | +268.0% | -88.6% | +24.2% |
| 5Y | +238.8% | +638.2% | -399.5% | -2.0% |
| All | +238.8% | +631.5% | -392.7% | -2.0% |
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