+6.4%
OXY vs PNC
+279.5%
-273.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.1% |
| 7D | +2.8% | -0.6% | +3.4% | +3.2% |
| 30D | +5.5% | -4.4% | +9.8% | +8.8% |
| 3M | +11.3% | +5.2% | +6.1% | +6.2% |
| 6M | +11.6% | +20.6% | -9.0% | -5.4% |
| YTD | +51.6% | +19.8% | +31.8% | +27.6% |
| 1Y | +36.2% | +24.4% | +11.8% | +10.7% |
| 3Y | +1.7% | +131.2% | -129.5% | -53.3% |
| 5Y | +164.5% | +53.1% | +111.4% | +64.2% |
| All | +6.4% | +279.5% | -273.1% | -60.6% |
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