+56.1%
CDE vs PNC
+279.5%
-223.4%
-84.9%
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% | +1.0% |
| 7D | -3.1% | -0.6% | -2.6% | -2.9% |
| 30D | +9.5% | -4.4% | +13.9% | +11.4% |
| 3M | +25.5% | +5.2% | +20.3% | +22.5% |
| 6M | -7.9% | +20.6% | -28.5% | -15.2% |
| YTD | +15.6% | +19.8% | -4.2% | +6.6% |
| 1Y | +34.0% | +24.4% | +9.6% | +21.3% |
| 3Y | +791.9% | +131.2% | +660.7% | +516.3% |
| 5Y | +197.7% | +53.1% | +144.6% | +138.8% |
| All | +56.1% | +279.5% | -223.4% | +1.7% |
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