+64.8%
SLB vs PCG
+14.1%
+50.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | -3.7% | -1.1% | -2.6% | -3.5% |
| 30D | +2.9% | +0.1% | +2.8% | +2.9% |
| 3M | +0.2% | -24.4% | +24.7% | +5.9% |
| 6M | -4.4% | -17.7% | +13.2% | -2.2% |
| YTD | +33.4% | -17.4% | +50.8% | +36.0% |
| 1Y | +40.8% | -19.4% | +60.2% | +44.4% |
| 3Y | +3.2% | -18.6% | +21.8% | +3.0% |
| 5Y | +64.8% | +10.2% | +54.6% | +41.6% |
| All | +64.8% | +14.1% | +50.7% | +41.6% |
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