+170.6%
CVX vs PNC
+50.6%
+120.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.8% |
| 7D | +0.7% | -0.9% | +1.6% | +0.9% |
| 30D | +9.1% | -4.4% | +13.6% | +10.6% |
| 3M | +13.1% | +5.3% | +7.8% | +11.0% |
| 6M | +16.3% | +19.6% | -3.3% | +8.9% |
| YTD | +43.5% | +19.1% | +24.3% | +34.1% |
| 1Y | +40.2% | +24.3% | +15.8% | +28.7% |
| 3Y | +44.2% | +132.2% | -87.9% | +4.3% |
| 5Y | +170.6% | +52.3% | +118.3% | +109.7% |
| All | +170.6% | +50.6% | +120.0% | +109.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling