-42.6%
CCL vs PNC
+279.5%
-322.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.7% |
| 7D | -3.2% | -0.6% | -2.7% | -2.7% |
| 30D | -17.8% | -4.4% | -13.4% | -13.8% |
| 3M | -18.7% | +5.2% | -23.9% | -23.1% |
| 6M | -11.4% | +20.6% | -32.0% | -27.0% |
| YTD | -24.3% | +19.8% | -44.1% | -37.4% |
| 1Y | -28.8% | +24.4% | -53.2% | -43.6% |
| 3Y | +49.3% | +131.2% | -81.9% | -38.7% |
| 5Y | +1.6% | +53.1% | -51.5% | -35.0% |
| All | -42.6% | +279.5% | -322.2% | -78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling