+45.9%
OXY vs PCG
-14.1%
+60.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.8% | -6.0% | -5.1% |
| 7D | -8.8% | +1.9% | -10.7% | -8.8% |
| 30D | -1.7% | +8.5% | -10.2% | -1.6% |
| 3M | +4.5% | -22.9% | +27.4% | +5.3% |
| 6M | -4.0% | -16.8% | +12.8% | -4.7% |
| YTD | +41.4% | -15.8% | +57.2% | +34.7% |
| 1Y | +45.9% | -16.0% | +61.9% | +38.0% |
| All | +45.9% | -14.1% | +60.0% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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