+133.6%
CCL vs PNC
+115.6%
+17.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.9% |
| 7D | -1.2% | +3.1% | -4.2% | -4.0% |
| 30D | +13.1% | +7.6% | +5.5% | +5.5% |
| 3M | +3.4% | -8.1% | +11.5% | +12.5% |
| 6M | +18.7% | +12.6% | +6.1% | +5.0% |
| YTD | -2.3% | +15.0% | -17.2% | -15.2% |
| 1Y | +14.2% | +30.4% | -16.2% | -12.7% |
| 3Y | +133.6% | +116.1% | +17.4% | +9.0% |
| All | +133.6% | +115.6% | +17.9% | +9.0% |
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 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