+45.9%
OXY vs PFGC
+12.5%
+33.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +13.5% | -18.7% | -1.6% |
| 7D | -8.8% | +13.9% | -22.6% | -5.3% |
| 30D | -1.7% | +18.4% | -20.0% | +3.1% |
| 3M | +4.5% | -2.5% | +7.1% | +5.6% |
| 6M | -4.0% | +26.0% | -30.0% | +3.1% |
| YTD | +41.4% | +21.9% | +19.5% | +48.9% |
| 1Y | +45.9% | +13.4% | +32.5% | +57.2% |
| All | +45.9% | +12.5% | +33.4% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling