+181.3%
XLE vs TRGP
+827.0%
-645.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.3% |
| 7D | +0.3% | -0.7% | +1.0% | +0.6% |
| 30D | +8.5% | +9.5% | -0.9% | +3.9% |
| 3M | +14.6% | +10.8% | +3.8% | +8.9% |
| 6M | +17.6% | +25.3% | -7.8% | +5.5% |
| YTD | +48.1% | +60.3% | -12.2% | +18.4% |
| 1Y | +53.8% | +84.6% | -30.8% | +14.6% |
| 3Y | +56.2% | +264.4% | -208.1% | -16.3% |
| 5Y | +227.7% | +636.6% | -408.8% | +29.5% |
| 10Y | +181.3% | +848.9% | -667.6% | -17.5% |
| All | +181.3% | +827.0% | -645.7% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling