+95.2%
CNC vs PNC
+279.5%
-184.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.4% |
| 7D | -0.9% | -0.6% | -0.4% | -0.7% |
| 30D | -1.0% | -4.4% | +3.4% | +0.6% |
| 3M | +4.5% | +5.2% | -0.7% | +2.8% |
| 6M | +85.2% | +20.6% | +64.6% | +73.5% |
| YTD | +61.4% | +19.8% | +41.6% | +50.7% |
| 1Y | +94.9% | +24.4% | +70.5% | +79.4% |
| 3Y | 0.0% | +131.2% | -131.2% | -30.1% |
| 5Y | +11.2% | +53.1% | -41.9% | -10.1% |
| All | +95.2% | +279.5% | -184.3% | +25.9% |
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