+163.4%
XOP vs PNC
+50.6%
+112.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | -0.2% |
| 7D | +1.6% | -0.9% | +2.5% | +2.1% |
| 30D | +9.6% | -4.4% | +14.0% | +11.9% |
| 3M | +16.9% | +5.3% | +11.7% | +13.5% |
| 6M | +24.0% | +19.6% | +4.5% | +11.8% |
| YTD | +56.2% | +19.1% | +37.1% | +40.2% |
| 1Y | +51.8% | +24.3% | +27.5% | +32.6% |
| 3Y | +37.0% | +132.2% | -95.2% | -17.7% |
| 5Y | +163.4% | +52.3% | +111.1% | +88.0% |
| All | +163.4% | +50.6% | +112.8% | +88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling