-4.1%
SLB vs PNC
+274.0%
-278.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.6% |
| 7D | -1.9% | -0.7% | -1.1% | -1.4% |
| 30D | +7.8% | -4.4% | +12.2% | +11.2% |
| 3M | +2.7% | +4.5% | -1.8% | -1.0% |
| 6M | +22.2% | +19.1% | +3.1% | +6.6% |
| YTD | +51.1% | +18.0% | +33.1% | +32.0% |
| 1Y | +63.3% | +24.1% | +39.3% | +37.0% |
| 3Y | +2.4% | +130.0% | -127.6% | -48.2% |
| 5Y | +139.3% | +50.4% | +88.9% | +62.8% |
| All | -4.1% | +274.0% | -278.1% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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