-51.7%
ORCL vs PFGC
+13.7%
-65.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +0.5% |
| 7D | -11.2% | +8.5% | -19.7% | -9.7% |
| 30D | -18.8% | +15.0% | -33.8% | -16.8% |
| 3M | -18.8% | -6.2% | -12.6% | -19.4% |
| 6M | -39.7% | +15.7% | -55.5% | -39.6% |
| YTD | -39.6% | +19.6% | -59.2% | -39.2% |
| 1Y | -51.7% | +13.2% | -64.9% | -52.9% |
| All | -51.7% | +13.7% | -65.4% | -52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling