+6,524.1%
AXP vs PNC
+3,789.2%
+2,734.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | +0.6% | -1.1% | +1.7% | +1.3% |
| 30D | +5.8% | +4.5% | +1.4% | +3.0% |
| 3M | -6.0% | -10.0% | +4.0% | +0.3% |
| 6M | +0.3% | +3.1% | -2.8% | -1.7% |
| YTD | -12.3% | +11.5% | -23.8% | -18.1% |
| 1Y | -11.2% | +27.3% | -38.5% | -23.6% |
| 3Y | +117.0% | +106.4% | +10.7% | +38.2% |
| 5Y | +93.2% | +31.1% | +62.0% | +60.5% |
| 10Y | +461.2% | +231.3% | +229.9% | +166.5% |
| All | +6,524.1% | +3,789.2% | +2,734.8% | +549.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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