+958.5%
SLB vs PCG
+103.4%
+855.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.3% | -0.2% |
| 7D | +0.8% | -13.9% | +14.7% | +2.6% |
| 30D | +15.8% | -16.9% | +32.7% | +18.3% |
| 3M | -0.3% | -14.7% | +14.4% | +1.3% |
| 6M | +21.3% | -23.8% | +45.2% | +25.6% |
| YTD | +52.3% | -10.5% | +62.8% | +53.3% |
| 1Y | +63.6% | -5.1% | +68.7% | +62.8% |
| 3Y | +3.8% | -11.6% | +15.4% | +3.8% |
| 5Y | +128.6% | +59.0% | +69.6% | +106.5% |
| 10Y | -3.1% | -75.7% | +72.7% | +1.2% |
| All | +958.5% | +103.4% | +855.1% | +446.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling