+287.1%
XLB vs TRGP
+2,265.4%
-1,978.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.3% |
| 7D | -0.2% | -0.6% | +0.3% | -0.1% |
| 30D | -1.7% | +14.6% | -16.3% | -4.8% |
| 3M | +4.4% | +11.9% | -7.6% | +1.3% |
| 6M | +5.0% | +25.3% | -20.2% | -0.8% |
| YTD | +15.5% | +61.9% | -46.4% | +2.9% |
| 1Y | +14.9% | +87.3% | -72.4% | -1.2% |
| 3Y | +34.5% | +268.0% | -233.5% | -1.9% |
| 5Y | +36.5% | +638.2% | -601.7% | -15.1% |
| 10Y | +159.6% | +821.9% | -662.3% | +32.3% |
| All | +287.1% | +2,265.4% | -1,978.2% | +16.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling