+2,174.7%
TRGP vs WCC
+604.6%
+1,570.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -3.1% |
| 7D | +0.8% | +4.5% | -3.7% | -1.5% |
| 30D | +11.5% | -5.8% | +17.3% | +14.1% |
| 3M | +9.0% | -3.7% | +12.6% | +8.4% |
| 6M | +20.5% | +23.1% | -2.6% | +3.4% |
| YTD | +59.5% | +44.2% | +15.4% | +24.9% |
| 1Y | +77.9% | +62.1% | +15.8% | +29.1% |
| 3Y | +253.6% | +121.1% | +132.5% | +92.5% |
| 5Y | +615.5% | +214.0% | +401.5% | +180.2% |
| 10Y | +897.1% | +472.8% | +424.3% | +128.5% |
| All | +2,174.7% | +604.6% | +1,570.0% | +373.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling