+850.1%
TRGP vs XPO
+1,516.3%
-666.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | +0.1% | -5.7% | +5.7% | +2.0% |
| 30D | +8.0% | -12.8% | +20.8% | +12.7% |
| 3M | +8.3% | -20.0% | +28.2% | +15.7% |
| 6M | +23.9% | -6.0% | +30.0% | +23.9% |
| YTD | +59.6% | +34.0% | +25.6% | +39.7% |
| 1Y | +79.4% | +35.6% | +43.9% | +54.7% |
| 3Y | +269.4% | +152.3% | +117.1% | +135.1% |
| 5Y | +641.6% | +264.4% | +377.3% | +277.1% |
| All | +850.1% | +1,516.3% | -666.2% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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