+3,542.1%
CLS vs PFGC
+110.5%
+3,431.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.9% | +7.5% | +6.4% |
| 7D | +12.8% | -2.4% | +15.2% | +13.8% |
| 30D | +3.8% | -15.8% | +19.6% | +10.9% |
| 3M | -14.6% | -0.6% | -14.0% | -16.1% |
| 6M | +32.2% | +10.7% | +21.6% | +23.0% |
| YTD | +11.6% | +7.6% | +4.0% | +4.6% |
| 1Y | +35.1% | -7.8% | +42.9% | +35.4% |
| 3Y | +1,312.5% | +63.7% | +1,248.8% | +977.0% |
| 5Y | +3,542.1% | +112.3% | +3,429.8% | +2,250.9% |
| All | +3,542.1% | +110.5% | +3,431.5% | +2,250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling