+418.3%
ORCL vs PFGC
+419.1%
-0.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +5.3% | -2.2% | +7.5% | +5.6% |
| 30D | +10.0% | -11.9% | +21.9% | +11.9% |
| 3M | -32.6% | +5.0% | -37.6% | -33.4% |
| 6M | +4.9% | +8.6% | -3.7% | +3.0% |
| YTD | -17.8% | +9.7% | -27.4% | -19.6% |
| 1Y | -28.0% | -6.3% | -21.7% | -28.0% |
| 3Y | +36.0% | +58.2% | -22.2% | +25.1% |
| 5Y | +88.7% | +110.4% | -21.7% | +65.2% |
| 10Y | +346.9% | +272.8% | +74.2% | +273.9% |
| All | +418.3% | +419.1% | -0.8% | +314.5% |
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