-43.4%
CPB vs PFGC
+287.3%
-330.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +0.6% |
| 7D | -8.0% | -3.7% | -4.3% | -8.0% |
| 30D | -2.4% | -16.0% | +13.6% | -2.3% |
| 3M | +0.5% | -4.1% | +4.7% | +0.6% |
| 6M | -10.5% | +8.7% | -19.2% | -10.4% |
| YTD | -17.5% | +6.4% | -23.9% | -17.5% |
| 1Y | -31.0% | -8.4% | -22.7% | -31.0% |
| 3Y | -40.6% | +61.8% | -102.4% | -40.6% |
| 5Y | -37.7% | +108.7% | -146.4% | -37.6% |
| 10Y | -43.4% | +298.1% | -341.6% | -41.3% |
| All | -43.4% | +287.3% | -330.8% | -41.3% |
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