-7.8%
CLX vs PNC
+115.6%
-123.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | +9.5% | +3.1% | +6.4% | +8.9% |
| 30D | +30.7% | +7.6% | +23.1% | +29.0% |
| 3M | +4.2% | -8.1% | +12.4% | +5.6% |
| 6M | +22.1% | +12.6% | +9.5% | +20.0% |
| YTD | +14.1% | +15.0% | -0.9% | +11.4% |
| 1Y | +10.3% | +30.4% | -20.1% | +5.6% |
| 3Y | -7.8% | +116.1% | -124.0% | -18.0% |
| All | -7.8% | +115.6% | -123.4% | -18.0% |
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