+31.8%
CLX vs PNC
+202.3%
-170.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | +9.5% | +3.1% | +6.4% | +9.3% |
| 30D | +30.7% | +7.6% | +23.1% | +30.0% |
| 3M | +4.2% | -8.1% | +12.4% | +4.8% |
| 6M | +22.1% | +12.6% | +9.5% | +21.2% |
| YTD | +14.1% | +15.0% | -0.9% | +13.0% |
| 1Y | +10.3% | +30.4% | -20.1% | +8.4% |
| 3Y | -7.8% | +116.1% | -124.0% | -12.0% |
| 5Y | -20.8% | +37.5% | -58.3% | -23.6% |
| All | +31.8% | +202.3% | -170.5% | +24.9% |
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