+138.2%
CNC vs PFGC
+409.4%
-271.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.9% | -1.8% | -3.4% |
| 7D | -1.0% | -2.4% | +1.4% | -0.6% |
| 30D | -1.8% | -15.8% | +14.0% | +1.0% |
| 3M | -0.7% | -0.6% | -0.1% | -0.8% |
| 6M | +47.9% | +10.7% | +37.3% | +44.8% |
| YTD | +56.9% | +7.6% | +49.3% | +53.7% |
| 1Y | +123.9% | -7.8% | +131.7% | +125.2% |
| 3Y | -1.3% | +63.7% | -65.0% | -11.2% |
| 5Y | +2.8% | +112.3% | -109.5% | -13.2% |
| 10Y | +90.9% | +286.7% | -195.8% | +38.7% |
| All | +138.2% | +409.4% | -271.3% | +57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling