+2,174.7%
TRGP vs CASY
+1,997.7%
+176.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +11.5% | -11.3% | +22.9% | +15.0% |
| 3M | +9.0% | -0.6% | +9.6% | +8.3% |
| 6M | +20.5% | +10.7% | +9.8% | +15.8% |
| YTD | +59.5% | +37.1% | +22.4% | +44.1% |
| 1Y | +77.9% | +52.3% | +25.6% | +55.3% |
| 3Y | +253.6% | +215.2% | +38.4% | +144.1% |
| 5Y | +615.5% | +276.5% | +339.0% | +363.4% |
| 10Y | +897.1% | +508.4% | +388.7% | +460.8% |
| All | +2,174.7% | +1,997.7% | +176.9% | +700.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling