+607.8%
CIEN vs PFGC
+63.1%
+544.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +7.0% |
| 7D | -5.3% | -2.4% | -2.9% | -4.5% |
| 30D | -17.2% | -15.8% | -1.5% | -12.1% |
| 3M | -26.9% | -0.6% | -26.3% | -29.0% |
| 6M | +16.0% | +10.7% | +5.4% | +6.1% |
| YTD | +45.9% | +7.6% | +38.3% | +34.3% |
| 1Y | +186.8% | -7.8% | +194.6% | +188.3% |
| 3Y | +607.8% | +63.7% | +544.1% | +378.9% |
| All | +607.8% | +63.1% | +544.7% | +378.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling