+2,054.5%
TRGP vs CASY
+1,822.1%
+232.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.8% | +3.2% |
| 7D | -7.2% | +3.6% | -10.7% | -8.1% |
| 30D | -4.2% | +7.2% | -11.4% | -6.1% |
| 3M | +7.0% | -16.9% | +23.9% | +11.6% |
| 6M | +11.2% | -19.3% | +30.6% | +16.3% |
| YTD | +51.1% | +25.6% | +25.5% | +38.9% |
| 1Y | +62.0% | +30.2% | +31.9% | +47.2% |
| 3Y | +248.2% | +154.9% | +93.3% | +154.7% |
| 5Y | +432.4% | +252.1% | +180.3% | +249.2% |
| 10Y | +739.5% | +535.8% | +203.7% | +369.0% |
| All | +2,054.5% | +1,822.1% | +232.4% | +671.4% |
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 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