+683.1%
CTAS vs PNC
+279.5%
+403.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.3% |
| 7D | +0.5% | -0.6% | +1.1% | +0.8% |
| 30D | -0.7% | -4.4% | +3.7% | +1.3% |
| 3M | +11.1% | +5.2% | +5.8% | +8.1% |
| 6M | +2.1% | +20.6% | -18.5% | -6.9% |
| YTD | +8.0% | +19.8% | -11.8% | -1.7% |
| 1Y | -0.5% | +24.4% | -24.9% | -11.2% |
| 3Y | +66.2% | +131.2% | -65.0% | +6.4% |
| 5Y | +109.2% | +53.1% | +56.1% | +60.3% |
| All | +683.1% | +279.5% | +403.6% | +272.6% |
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