+416.5%
ORLY vs PFGC
+403.3%
+13.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -1.0% | -3.7% | +2.7% | -0.4% |
| 30D | -6.7% | -16.0% | +9.3% | -3.8% |
| 3M | -3.8% | -4.1% | +0.3% | -3.1% |
| 6M | -9.0% | +8.7% | -17.7% | -10.5% |
| YTD | -5.6% | +6.4% | -12.0% | -7.0% |
| 1Y | -19.5% | -8.4% | -11.1% | -18.6% |
| 3Y | +34.7% | +61.8% | -27.0% | +22.2% |
| 5Y | +118.0% | +108.7% | +9.3% | +86.3% |
| 10Y | +364.1% | +298.1% | +66.0% | +251.0% |
| All | +416.5% | +403.3% | +13.2% | +284.1% |
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