+45.3%
XOP vs PNC
+32.8%
+12.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.8% | -8.1% | -6.1% |
| 7D | -10.5% | +2.3% | -12.8% | -10.2% |
| 30D | -4.3% | +7.0% | -11.3% | -3.7% |
| 3M | +4.7% | -7.3% | +12.0% | +3.7% |
| 6M | -0.1% | +8.9% | -9.0% | +0.8% |
| YTD | +43.8% | +15.5% | +28.3% | +45.0% |
| 1Y | +45.3% | +31.8% | +13.5% | +42.1% |
| All | +45.3% | +32.8% | +12.5% | +42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling