+272.7%
PNC vs XPO
+1,516.3%
-1,243.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.6% | -5.7% | +5.1% | +1.2% |
| 30D | -4.4% | -12.8% | +8.4% | -0.5% |
| 3M | +5.2% | -20.0% | +25.2% | +12.0% |
| 6M | +20.6% | -6.0% | +26.7% | +21.6% |
| YTD | +19.8% | +34.0% | -14.3% | +7.5% |
| 1Y | +24.4% | +35.6% | -11.1% | +10.5% |
| 3Y | +131.2% | +152.3% | -21.0% | +60.5% |
| 5Y | +53.1% | +264.4% | -211.3% | -11.4% |
| All | +272.7% | +1,516.3% | -1,243.6% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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