-7.1%
PCG vs XEL
+7.9%
-15.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.3% |
| 7D | +0.5% | -1.2% | +1.7% | +1.5% |
| 30D | -18.9% | -2.9% | -16.0% | -17.0% |
| 3M | -15.8% | -2.7% | -13.1% | -13.9% |
| 6M | -22.6% | -6.5% | -16.0% | -18.7% |
| YTD | -12.2% | +3.6% | -15.8% | -12.6% |
| 1Y | -7.1% | +7.5% | -14.6% | -5.7% |
| All | -7.1% | +7.9% | -15.0% | -5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling