+2,806.9%
CLX vs PNC
+3,908.5%
-1,101.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.1% |
| 7D | +9.5% | +3.1% | +6.4% | +9.0% |
| 30D | +30.7% | +7.6% | +23.1% | +29.3% |
| 3M | +4.2% | -8.1% | +12.4% | +5.5% |
| 6M | +22.1% | +12.6% | +9.5% | +20.0% |
| YTD | +14.1% | +15.0% | -0.9% | +11.6% |
| 1Y | +10.3% | +30.4% | -20.1% | +6.0% |
| 3Y | -7.8% | +116.1% | -124.0% | -18.3% |
| 5Y | -20.8% | +37.5% | -58.3% | -26.0% |
| 10Y | +31.9% | +205.1% | -173.2% | +4.1% |
| All | +2,806.9% | +3,908.5% | -1,101.6% | +1,014.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling