+791.9%
CDE vs PNC
+131.1%
+660.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.9% |
| 7D | -3.1% | -0.6% | -2.6% | -2.8% |
| 30D | +9.5% | -4.4% | +13.9% | +11.8% |
| 3M | +25.5% | +5.2% | +20.3% | +21.8% |
| 6M | -7.9% | +20.6% | -28.5% | -17.2% |
| YTD | +15.6% | +19.8% | -4.2% | +4.0% |
| 1Y | +34.0% | +24.4% | +9.6% | +18.2% |
| 3Y | +791.9% | +131.2% | +660.7% | +421.4% |
| All | +791.9% | +131.1% | +660.8% | +421.4% |
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