+807.8%
TRGP vs CASY
+550.0%
+257.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +1.9% |
| 7D | +9.0% | +2.5% | +6.5% | +8.2% |
| 30D | +1.5% | +10.2% | -8.7% | -1.5% |
| 3M | +10.7% | -15.7% | +26.4% | +15.7% |
| 6M | +17.1% | -18.4% | +35.5% | +22.7% |
| YTD | +63.6% | +28.3% | +35.3% | +47.3% |
| 1Y | +77.0% | +32.6% | +44.4% | +57.2% |
| 3Y | +273.2% | +159.5% | +113.7% | +154.8% |
| 5Y | +508.6% | +263.9% | +244.7% | +259.0% |
| All | +807.8% | +550.0% | +257.8% | +345.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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