-4.8%
SLB vs PFGC
+273.4%
-278.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.1% |
| 7D | +0.4% | -2.4% | +2.9% | +1.3% |
| 30D | +13.6% | -15.8% | +29.4% | +20.4% |
| 3M | +1.5% | -0.6% | +2.1% | +1.3% |
| 6M | +23.0% | +10.7% | +12.4% | +17.6% |
| YTD | +51.2% | +7.6% | +43.6% | +45.1% |
| 1Y | +63.5% | -7.8% | +71.3% | +65.5% |
| 3Y | +2.5% | +63.7% | -61.2% | -16.5% |
| 5Y | +139.2% | +112.3% | +26.9% | +68.7% |
| 10Y | -4.8% | +286.7% | -291.5% | -42.6% |
| All | -4.8% | +273.4% | -278.2% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PFGC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling