+848.9%
TRGP vs CPB
-44.2%
+893.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -1.0% |
| 7D | -0.7% | -8.0% | +7.3% | -0.4% |
| 30D | +9.5% | -2.4% | +11.9% | +9.5% |
| 3M | +10.8% | +0.5% | +10.3% | +10.7% |
| 6M | +25.3% | -10.5% | +35.8% | +25.7% |
| YTD | +60.3% | -17.5% | +77.8% | +61.3% |
| 1Y | +84.6% | -31.0% | +115.6% | +87.3% |
| 3Y | +264.4% | -40.6% | +305.0% | +270.9% |
| 5Y | +636.6% | -37.7% | +674.3% | +647.2% |
| 10Y | +848.9% | -43.4% | +892.4% | +870.8% |
| All | +848.9% | -44.2% | +893.1% | +870.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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