+304.1%
CFG vs PNC
+277.5%
+26.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | -0.7% |
| 7D | -1.7% | -0.9% | -0.8% | -0.7% |
| 30D | -4.6% | -4.4% | -0.2% | +0.4% |
| 3M | +7.9% | +5.3% | +2.6% | +1.9% |
| 6M | +19.9% | +19.6% | +0.3% | -2.0% |
| YTD | +21.7% | +19.1% | +2.5% | -0.3% |
| 1Y | +38.4% | +24.3% | +14.1% | +8.1% |
| 3Y | +187.0% | +132.2% | +54.8% | +11.9% |
| 5Y | +99.5% | +52.3% | +47.2% | +24.5% |
| All | +304.1% | +277.5% | +26.6% | -3.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling