+645.9%
TRGP vs XPO
+257.8%
+388.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -0.6% | -1.3% | +0.8% | -0.3% |
| 30D | +10.0% | -10.4% | +20.3% | +12.3% |
| 3M | +7.6% | -15.7% | +23.3% | +11.0% |
| 6M | +26.8% | -6.3% | +33.1% | +26.9% |
| YTD | +60.6% | +34.2% | +26.4% | +47.0% |
| 1Y | +82.5% | +39.9% | +42.5% | +64.3% |
| 3Y | +265.0% | +155.2% | +109.8% | +172.6% |
| 5Y | +645.9% | +264.7% | +381.2% | +378.4% |
| All | +645.9% | +257.8% | +388.1% | +378.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling