+177.9%
EOG vs PFGC
+419.1%
-241.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +1.3% | -2.2% | +3.5% | +1.9% |
| 30D | +8.2% | -11.9% | +20.1% | +12.1% |
| 3M | +3.8% | +5.0% | -1.2% | +1.9% |
| 6M | +15.3% | +8.6% | +6.7% | +11.3% |
| YTD | +41.7% | +9.7% | +32.0% | +35.5% |
| 1Y | +23.6% | -6.3% | +29.8% | +23.7% |
| 3Y | +23.3% | +58.2% | -34.9% | +3.4% |
| 5Y | +170.4% | +110.4% | +60.0% | +98.7% |
| 10Y | +125.5% | +272.8% | -147.2% | +38.1% |
| All | +177.9% | +419.1% | -241.2% | +51.6% |
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 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