+5,556.5%
CNQ vs PNC
+949.6%
+4,606.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +0.1% | -0.6% | +0.7% | +0.3% |
| 30D | +6.2% | -4.4% | +10.6% | +8.0% |
| 3M | +12.4% | +5.2% | +7.1% | +9.6% |
| 6M | +9.0% | +20.6% | -11.6% | +0.1% |
| YTD | +52.2% | +19.8% | +32.4% | +39.6% |
| 1Y | +65.0% | +24.4% | +40.6% | +48.5% |
| 3Y | +78.8% | +131.2% | -52.4% | +22.3% |
| 5Y | +286.0% | +53.1% | +232.9% | +207.8% |
| 10Y | +420.7% | +276.8% | +144.0% | +202.6% |
| All | +5,556.5% | +949.6% | +4,606.9% | +2,405.4% |
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