-13.1%
SLB vs TRGP
+822.5%
-835.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.1% | +1.3% |
| 7D | +3.5% | +12.4% | -8.9% | -3.3% |
| 30D | +6.5% | +2.6% | +3.9% | +4.6% |
| 3M | -0.2% | +11.9% | -12.1% | -7.2% |
| 6M | -5.7% | +13.9% | -19.6% | -13.6% |
| YTD | +36.8% | +64.2% | -27.4% | +0.8% |
| 1Y | +45.8% | +78.5% | -32.7% | +2.4% |
| 3Y | +3.4% | +272.9% | -269.6% | -53.9% |
| 5Y | +76.1% | +510.7% | -434.6% | -39.8% |
| All | -13.1% | +822.5% | -835.6% | -80.6% |
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