+636.6%
TRGP vs WCC
+228.2%
+408.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.7% |
| 7D | -0.7% | +6.8% | -7.5% | -2.4% |
| 30D | +9.5% | -3.0% | +12.5% | +10.0% |
| 3M | +10.8% | +0.2% | +10.6% | +9.6% |
| 6M | +25.3% | +33.2% | -7.8% | +13.2% |
| YTD | +60.3% | +45.8% | +14.4% | +40.2% |
| 1Y | +84.6% | +68.4% | +16.2% | +53.5% |
| 3Y | +264.4% | +131.1% | +133.2% | +159.1% |
| 5Y | +636.6% | +225.6% | +411.0% | +314.6% |
| All | +636.6% | +228.2% | +408.4% | +314.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling