+500.5%
TRGP vs XPO
+306.2%
+194.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.1% |
| 7D | +12.4% | +9.0% | +3.4% | +10.4% |
| 30D | +2.6% | +4.2% | -1.5% | +1.7% |
| 3M | +11.9% | -8.7% | +20.5% | +13.6% |
| 6M | +13.9% | -2.8% | +16.7% | +13.6% |
| YTD | +64.2% | +41.9% | +22.3% | +48.3% |
| 1Y | +78.5% | +42.3% | +36.2% | +60.9% |
| 3Y | +272.9% | +127.3% | +145.6% | +187.9% |
| All | +500.5% | +306.2% | +194.3% | +273.1% |
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