+192.9%
XOM vs TRGP
+863.3%
-670.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.7% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | +4.6% | +8.0% | -3.5% | +1.6% |
| 3M | +14.0% | +8.3% | +5.7% | +10.6% |
| 6M | +11.0% | +23.9% | -12.9% | +2.6% |
| YTD | +40.7% | +59.6% | -18.9% | +18.9% |
| 1Y | +52.3% | +79.4% | -27.1% | +23.0% |
| 3Y | +60.5% | +269.4% | -209.0% | -1.5% |
| 5Y | +266.4% | +641.6% | -375.2% | +79.5% |
| All | +192.9% | +863.3% | -670.3% | +15.3% |
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