-75.3%
PCG vs XEL
+146.5%
-221.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.6% |
| 7D | +6.5% | +0.9% | +5.6% | +5.8% |
| 30D | -16.7% | -0.9% | -15.8% | -15.9% |
| 3M | -14.2% | -1.4% | -12.7% | -13.0% |
| 6M | -21.5% | -5.8% | -15.6% | -17.9% |
| YTD | -11.2% | +4.7% | -15.9% | -14.0% |
| 1Y | -4.2% | +9.1% | -13.3% | -10.2% |
| 3Y | -14.9% | +47.8% | -62.7% | -37.2% |
| 5Y | +54.2% | +29.0% | +25.2% | +23.7% |
| 10Y | -75.3% | +154.0% | -229.3% | -88.1% |
| All | -75.3% | +146.5% | -221.8% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded XEL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling