+160.6%
OXY vs PCG
+61.3%
+99.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | +0.2% |
| 7D | -0.5% | +5.4% | -5.9% | -1.7% |
| 30D | +8.5% | -15.1% | +23.6% | +11.6% |
| 3M | +6.0% | -9.8% | +15.8% | +7.2% |
| 6M | +13.0% | -18.0% | +31.0% | +16.7% |
| YTD | +48.9% | -7.2% | +56.1% | +48.2% |
| 1Y | +36.4% | +2.9% | +33.5% | +31.4% |
| 3Y | -2.3% | -11.1% | +8.8% | -3.7% |
| 5Y | +160.6% | +61.8% | +98.8% | +99.6% |
| All | +160.6% | +61.3% | +99.4% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling