+47.5%
CCL vs PNC
+129.9%
-82.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.9% |
| 7D | -4.3% | -0.9% | -3.4% | -3.5% |
| 30D | -19.0% | -4.4% | -14.5% | -15.3% |
| 3M | -13.1% | +5.3% | -18.4% | -17.5% |
| 6M | -13.3% | +19.6% | -32.9% | -27.1% |
| YTD | -25.2% | +19.1% | -44.4% | -37.2% |
| 1Y | -27.2% | +24.3% | -51.5% | -41.4% |
| All | +47.5% | +129.9% | -82.4% | -31.4% |
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