+1,902.7%
XEL vs PNC
+4,015.6%
-2,112.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +0.9% | -0.7% | +1.6% | +1.0% |
| 30D | -0.9% | -4.4% | +3.5% | -0.1% |
| 3M | -1.4% | +4.5% | -5.9% | -2.2% |
| 6M | -5.8% | +19.1% | -24.9% | -8.7% |
| YTD | +4.7% | +18.0% | -13.3% | +1.5% |
| 1Y | +9.1% | +24.1% | -15.0% | +4.7% |
| 3Y | +47.8% | +130.0% | -82.2% | +26.6% |
| 5Y | +29.0% | +50.4% | -21.4% | +17.3% |
| 10Y | +154.0% | +271.3% | -117.3% | +91.6% |
| All | +1,902.7% | +4,015.6% | -2,112.8% | +850.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling