+8.0%
XEL vs TRGP
+80.7%
-72.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.7% |
| 7D | -1.0% | +0.8% | -1.7% | -1.0% |
| 30D | -1.9% | +11.5% | -13.4% | -3.4% |
| 3M | -1.9% | +9.0% | -10.9% | -3.1% |
| 6M | -7.4% | +20.5% | -27.9% | -10.2% |
| YTD | +4.1% | +59.5% | -55.5% | -2.9% |
| 1Y | +8.0% | +77.9% | -69.9% | +0.6% |
| All | +8.0% | +80.7% | -72.6% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1y: compounded portfolio wealth divided by compounded TRGP 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…
1y analysis · Full analysis span regression · 6 months rolling