+8.1%
PCG vs RRC
+132.2%
-124.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -2.0% | +2.5% | -4.5% | -2.3% |
| 30D | -2.7% | +21.1% | -23.8% | -5.7% |
| 3M | -25.1% | +28.4% | -53.4% | -28.1% |
| 6M | -22.3% | +26.5% | -48.8% | -25.4% |
| YTD | -18.5% | +47.0% | -65.5% | -23.8% |
| 1Y | -21.8% | +35.2% | -57.0% | -26.1% |
| 3Y | -21.0% | +61.0% | -82.0% | -28.4% |
| 5Y | +8.1% | +133.6% | -125.5% | -3.3% |
| All | +8.1% | +132.2% | -124.1% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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