+444.5%
CORZ vs PNC
+75.7%
+368.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +5.6% |
| 7D | +16.6% | +2.3% | +14.3% | +14.4% |
| 30D | -10.9% | -3.8% | -7.0% | -7.9% |
| 3M | -31.0% | +7.8% | -38.8% | -35.8% |
| 6M | +26.0% | +19.7% | +6.3% | +6.0% |
| YTD | +28.6% | +19.1% | +9.5% | +7.7% |
| 1Y | +34.5% | +23.1% | +11.3% | +8.4% |
| All | +444.5% | +75.7% | +368.8% | +203.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling