+255.6%
XOM vs TRGP
+632.3%
-376.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +1.9% | -0.6% | +2.4% | +2.2% |
| 30D | +4.1% | +10.0% | -5.9% | -1.4% |
| 3M | +10.4% | +7.6% | +2.8% | +5.7% |
| 6M | +13.0% | +26.8% | -13.8% | -1.1% |
| YTD | +40.1% | +60.6% | -20.5% | +7.8% |
| 1Y | +51.1% | +82.5% | -31.3% | +7.8% |
| 3Y | +57.7% | +265.0% | -207.3% | -32.0% |
| All | +255.6% | +632.3% | -376.7% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling