+219.2%
CVX vs PNC
+279.5%
-60.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.3% |
| 7D | +2.6% | -0.6% | +3.2% | +2.9% |
| 30D | +9.8% | -4.4% | +14.2% | +12.3% |
| 3M | +16.2% | +5.2% | +11.0% | +12.6% |
| 6M | +13.6% | +20.6% | -7.0% | +1.5% |
| YTD | +44.4% | +19.8% | +24.6% | +28.6% |
| 1Y | +40.6% | +24.4% | +16.2% | +22.1% |
| 3Y | +48.2% | +131.2% | -83.1% | -13.1% |
| 5Y | +172.3% | +53.1% | +119.2% | +95.8% |
| All | +219.2% | +279.5% | -60.3% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling