-74.2%
PCG vs XEL
+148.7%
-223.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.5% | +2.1% | +2.5% |
| 7D | +5.4% | +1.3% | +4.1% | +4.5% |
| 30D | -15.1% | -1.5% | -13.6% | -13.9% |
| 3M | -9.8% | -0.2% | -9.6% | -9.5% |
| 6M | -18.0% | -5.4% | -12.6% | -14.6% |
| YTD | -7.2% | +5.6% | -12.9% | -10.8% |
| 1Y | +2.9% | +10.5% | -7.6% | -4.5% |
| 3Y | -11.1% | +49.2% | -60.3% | -34.8% |
| 5Y | +61.8% | +30.1% | +31.7% | +28.9% |
| All | -74.2% | +148.7% | -223.0% | -87.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling