+22.6%
CB vs PNC
+22.0%
+0.6%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | -3.1% | -4.4% | +1.3% | -2.3% |
| 3M | +4.2% | +4.5% | -0.3% | +3.1% |
| 6M | +4.7% | +19.1% | -14.3% | +1.2% |
| YTD | +8.8% | +18.0% | -9.2% | +4.3% |
| 1Y | +22.6% | +24.1% | -1.4% | +16.5% |
| All | +22.6% | +22.0% | +0.6% | +16.5% |
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