+16.6%
PFGC vs CLBK
+63.8%
-47.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +3.4% | +0.9% | +2.5% | +3.3% |
| 30D | +16.9% | +3.4% | +13.5% | +16.6% |
| 3M | +6.4% | -4.3% | +10.7% | +6.6% |
| 6M | +16.0% | +28.4% | -12.3% | +11.9% |
| YTD | +23.6% | +59.4% | -35.8% | +15.5% |
| 1Y | +16.6% | +64.8% | -48.2% | +8.1% |
| All | +16.6% | +63.8% | -47.2% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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