+2.5%
SLB vs PNC
+133.3%
-130.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +0.4% | +2.3% | -1.9% | -0.7% |
| 30D | +13.6% | -3.8% | +17.4% | +15.7% |
| 3M | +1.5% | +7.8% | -6.3% | -2.7% |
| 6M | +23.0% | +19.7% | +3.3% | +11.4% |
| YTD | +51.2% | +19.1% | +32.1% | +36.6% |
| 1Y | +63.5% | +23.1% | +40.4% | +44.9% |
| 3Y | +2.5% | +132.1% | -129.6% | -27.3% |
| All | +2.5% | +133.3% | -130.8% | -27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling