+25.1%
OXY vs PFGC
+409.4%
-384.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.7% |
| 7D | -0.5% | -2.4% | +1.9% | +0.4% |
| 30D | +8.5% | -15.8% | +24.2% | +15.4% |
| 3M | +6.0% | -0.6% | +6.6% | +5.6% |
| 6M | +13.0% | +10.7% | +2.3% | +6.9% |
| YTD | +48.9% | +7.6% | +41.2% | +41.2% |
| 1Y | +36.4% | -7.8% | +44.2% | +37.1% |
| 3Y | -2.3% | +63.7% | -66.0% | -23.2% |
| 5Y | +160.6% | +112.3% | +48.4% | +74.8% |
| 10Y | +2.0% | +286.7% | -284.7% | -38.8% |
| All | +25.1% | +409.4% | -384.3% | -32.2% |
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 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