+159.8%
CVE vs PNC
+272.2%
-112.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.3% |
| 7D | +0.2% | +2.3% | -2.1% | -1.5% |
| 30D | +17.5% | -3.8% | +21.3% | +20.4% |
| 3M | +16.2% | +7.8% | +8.4% | +9.2% |
| 6M | +47.8% | +19.7% | +28.1% | +27.7% |
| YTD | +98.5% | +19.1% | +79.4% | +70.6% |
| 1Y | +109.8% | +23.1% | +86.6% | +74.9% |
| 3Y | +75.5% | +132.1% | -56.7% | -13.5% |
| 5Y | +341.6% | +52.2% | +289.4% | +191.7% |
| 10Y | +159.8% | +271.4% | -111.6% | +5.0% |
| All | +159.8% | +272.2% | -112.4% | +5.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling