+53.2%
XLE vs PNC
+135.9%
-82.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +2.2% | +1.4% | +0.8% | +1.7% |
| 30D | +11.8% | -3.8% | +15.6% | +13.1% |
| 3M | +9.8% | +9.0% | +0.8% | +6.6% |
| 6M | +15.6% | +16.6% | -1.1% | +9.2% |
| YTD | +45.3% | +20.4% | +24.8% | +34.9% |
| 1Y | +48.3% | +22.3% | +26.0% | +36.7% |
| All | +53.2% | +135.9% | -82.7% | +12.3% |
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