+47.6%
XOP vs PFGC
-5.1%
+52.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.9% |
| 7D | +2.6% | -2.2% | +4.8% | +2.2% |
| 30D | +15.4% | -11.9% | +27.4% | +13.0% |
| 3M | +12.1% | +5.0% | +7.1% | +13.3% |
| 6M | +19.7% | +8.6% | +11.1% | +22.8% |
| YTD | +52.4% | +9.7% | +42.7% | +54.3% |
| 1Y | +47.6% | -6.3% | +53.8% | +54.5% |
| All | +47.6% | -5.1% | +52.7% | +54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling