+62.5%
SLB vs PCG
+13.7%
+48.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.5% | +1.0% |
| 7D | -7.1% | -1.6% | -5.5% | -6.8% |
| 30D | +4.1% | +1.4% | +2.7% | +3.7% |
| 3M | -2.6% | -23.4% | +20.8% | +2.2% |
| 6M | -8.6% | -19.4% | +10.8% | -5.9% |
| YTD | +32.2% | -18.5% | +50.7% | +35.1% |
| 1Y | +40.7% | -19.5% | +60.2% | +44.2% |
| 3Y | -4.5% | -21.0% | +16.5% | -3.7% |
| All | +62.5% | +13.7% | +48.8% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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