+21.7%
OXY vs PFGC
+485.1%
-463.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | +4.2% | +3.4% | +0.8% | +2.9% |
| 30D | -4.3% | +16.9% | -21.3% | -10.5% |
| 3M | +2.3% | +6.4% | -4.1% | -1.2% |
| 6M | +5.5% | +16.0% | -10.5% | -1.9% |
| YTD | +44.9% | +23.6% | +21.2% | +29.1% |
| 1Y | +42.6% | +16.6% | +26.0% | +29.8% |
| 3Y | +0.7% | +82.3% | -81.5% | -24.5% |
| 5Y | +96.9% | +138.7% | -41.9% | +25.7% |
| 10Y | +18.8% | +352.8% | -334.0% | -33.2% |
| All | +21.7% | +485.1% | -463.4% | -38.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling