+87.9%
PSX vs GPC
+2.8%
+85.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +2.9% |
| 7D | -8.0% | +0.8% | -8.8% | -8.0% |
| 30D | -9.0% | -1.1% | -8.0% | -9.0% |
| 3M | +24.7% | -6.6% | +31.4% | +24.8% |
| 6M | +49.3% | +22.2% | +27.1% | +47.9% |
| YTD | +100.2% | +5.1% | +95.1% | +94.1% |
| All | +87.9% | +2.8% | +85.1% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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