+280.4%
ORCL vs PFGC
+465.8%
-185.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.1% |
| 7D | -11.2% | +8.5% | -19.7% | -12.4% |
| 30D | -18.8% | +15.0% | -33.8% | -20.7% |
| 3M | -18.8% | -6.2% | -12.6% | -18.4% |
| 6M | -39.7% | +15.7% | -55.5% | -41.5% |
| YTD | -39.6% | +19.6% | -59.2% | -41.9% |
| 1Y | -51.7% | +13.2% | -64.9% | -53.2% |
| 3Y | +10.2% | +77.0% | -66.7% | -0.5% |
| 5Y | +30.8% | +121.5% | -90.6% | +13.4% |
| 10Y | +252.1% | +354.5% | -102.5% | +186.3% |
| All | +280.4% | +465.8% | -185.4% | +199.6% |
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