+855.6%
TRGP vs WCC
+518.6%
+337.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.7% |
| 7D | -0.6% | +1.7% | -2.2% | -1.5% |
| 30D | +10.0% | -6.1% | +16.0% | +12.5% |
| 3M | +7.6% | +3.1% | +4.5% | +3.7% |
| 6M | +26.8% | +28.2% | -1.4% | +6.8% |
| YTD | +60.6% | +41.1% | +19.5% | +27.3% |
| 1Y | +82.5% | +61.3% | +21.2% | +32.9% |
| 3Y | +265.0% | +123.6% | +141.4% | +96.6% |
| 5Y | +645.9% | +214.8% | +431.1% | +181.6% |
| All | +855.6% | +518.6% | +337.0% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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