+69.3%
CCI vs PFGC
+351.0%
-281.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.2% |
| 7D | +2.5% | +3.4% | -0.9% | +2.2% |
| 30D | +14.4% | +16.9% | -2.5% | +12.6% |
| 3M | +21.7% | +6.4% | +15.3% | +20.8% |
| 6M | +4.0% | +16.0% | -12.0% | +2.3% |
| YTD | +6.2% | +23.6% | -17.4% | +3.6% |
| 1Y | +5.4% | +16.6% | -11.2% | +3.4% |
| 3Y | +11.7% | +82.3% | -70.5% | +4.4% |
| 5Y | -35.6% | +138.7% | -174.3% | -41.8% |
| All | +69.3% | +351.0% | -281.7% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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