+4,369.3%
CNC vs PNC
+799.0%
+3,570.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | -4.9% | -0.7% | -4.1% | -4.6% |
| 30D | -3.8% | -4.4% | +0.6% | -2.4% |
| 3M | -3.2% | +4.5% | -7.7% | -4.5% |
| 6M | +47.9% | +19.1% | +28.8% | +39.9% |
| YTD | +55.7% | +18.0% | +37.7% | +47.1% |
| 1Y | +106.2% | +24.1% | +82.2% | +91.8% |
| 3Y | -2.1% | +130.0% | -132.1% | -27.1% |
| 5Y | +3.4% | +50.4% | -47.0% | -13.6% |
| 10Y | +91.7% | +271.3% | -179.6% | +16.7% |
| All | +4,369.3% | +799.0% | +3,570.3% | +1,544.3% |
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