+848.9%
TRGP vs CASY
+468.0%
+380.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -14.2% | +13.3% | +3.3% |
| 7D | -0.7% | -16.5% | +15.8% | +4.4% |
| 30D | +9.5% | -26.4% | +35.8% | +19.4% |
| 3M | +10.8% | -17.3% | +28.1% | +15.7% |
| 6M | +25.3% | -5.2% | +30.5% | +24.7% |
| YTD | +60.3% | +14.1% | +46.2% | +49.8% |
| 1Y | +84.6% | +16.6% | +67.9% | +70.5% |
| 3Y | +264.4% | +163.7% | +100.6% | +144.9% |
| 5Y | +636.6% | +231.3% | +405.3% | +347.4% |
| 10Y | +848.9% | +462.9% | +386.0% | +380.4% |
| All | +848.9% | +468.0% | +380.9% | +380.4% |
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