+147.9%
OXY vs PFGC
+110.3%
+37.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.8% | -4.8% | +7.6% | +3.8% |
| 30D | +5.5% | -12.5% | +18.0% | +8.2% |
| 3M | +11.3% | -9.7% | +21.0% | +13.2% |
| 6M | +11.6% | +7.0% | +4.6% | +8.9% |
| YTD | +51.6% | +4.5% | +47.1% | +47.9% |
| 1Y | +36.2% | -11.6% | +47.8% | +38.7% |
| 3Y | +1.7% | +58.5% | -56.8% | -11.5% |
| All | +147.9% | +110.3% | +37.6% | +86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling