+55.0%
XOP vs TRGP
+863.3%
-808.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | +2.6% | +0.1% | +2.6% | +2.6% |
| 30D | +9.6% | +8.0% | +1.6% | +4.1% |
| 3M | +20.4% | +8.3% | +12.1% | +14.0% |
| 6M | +19.9% | +23.9% | -4.0% | +4.2% |
| YTD | +56.4% | +59.6% | -3.2% | +15.7% |
| 1Y | +52.4% | +79.4% | -27.0% | +4.3% |
| 3Y | +39.9% | +269.4% | -229.6% | -40.2% |
| 5Y | +163.7% | +641.6% | -477.9% | -23.9% |
| All | +55.0% | +863.3% | -808.2% | -63.9% |
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