+77.7%
XOP vs PFGC
+419.1%
-341.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +2.6% | -2.2% | +4.8% | +3.3% |
| 30D | +15.4% | -11.9% | +27.4% | +20.0% |
| 3M | +12.1% | +5.0% | +7.1% | +9.7% |
| 6M | +19.7% | +8.6% | +11.1% | +14.9% |
| YTD | +52.4% | +9.7% | +42.7% | +44.8% |
| 1Y | +47.6% | -6.3% | +53.8% | +47.5% |
| 3Y | +34.4% | +58.2% | -23.9% | +11.5% |
| 5Y | +154.4% | +110.4% | +44.0% | +85.7% |
| 10Y | +54.7% | +272.8% | -218.1% | -1.8% |
| All | +77.7% | +419.1% | -341.5% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling