-75.3%
PCG vs XOP
+52.9%
-128.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.8% | -4.4% |
| 7D | +6.5% | +1.0% | +5.5% | +6.2% |
| 30D | -16.7% | +10.8% | -27.6% | -19.0% |
| 3M | -14.2% | +19.5% | -33.6% | -18.4% |
| 6M | -21.5% | +21.6% | -43.0% | -26.2% |
| YTD | -11.2% | +55.8% | -67.0% | -22.1% |
| 1Y | -4.2% | +54.6% | -58.9% | -16.0% |
| 3Y | -14.9% | +36.6% | -51.5% | -24.2% |
| 5Y | +54.2% | +160.6% | -106.4% | +11.4% |
| 10Y | -75.3% | +56.2% | -131.6% | -85.1% |
| All | -75.3% | +52.9% | -128.2% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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