+62.5%
SLB vs TRGP
+415.2%
-352.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.2% | +2.4% |
| 7D | -7.1% | -16.0% | +8.9% | +4.2% |
| 30D | +4.1% | -6.4% | +10.5% | +8.5% |
| 3M | -2.6% | -1.0% | -1.7% | -3.1% |
| 6M | -8.6% | +7.0% | -15.5% | -14.4% |
| YTD | +32.2% | +46.1% | -13.9% | -2.1% |
| 1Y | +40.7% | +58.7% | -18.0% | -1.9% |
| 3Y | -4.5% | +221.9% | -226.4% | -65.0% |
| All | +62.5% | +415.2% | -352.6% | -60.9% |
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