+829.7%
OXY vs PFG
+985.4%
-155.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | +4.2% | +2.4% | +1.8% | +3.0% |
| 30D | -4.3% | +5.9% | -10.2% | -7.1% |
| 3M | +2.3% | -0.4% | +2.7% | +1.8% |
| 6M | +5.5% | +14.8% | -9.3% | -1.9% |
| YTD | +44.9% | +31.9% | +13.0% | +25.7% |
| 1Y | +42.6% | +38.8% | +3.8% | +20.8% |
| 3Y | +0.7% | +82.4% | -81.6% | -25.0% |
| 5Y | +96.9% | +94.7% | +2.2% | +39.9% |
| 10Y | +18.8% | +187.0% | -168.2% | -23.0% |
| All | +829.7% | +985.4% | -155.7% | +268.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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