+130.1%
CVE vs PNC
+227.4%
-97.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.3% |
| 7D | -10.1% | -0.2% | -9.9% | -10.1% |
| 30D | -12.1% | +6.5% | -18.6% | -16.2% |
| 3M | -1.9% | -7.6% | +5.7% | +3.0% |
| 6M | -1.8% | +8.5% | -10.3% | -9.0% |
| YTD | +65.8% | +14.5% | +51.3% | +45.8% |
| 1Y | +60.8% | +29.7% | +31.1% | +28.6% |
| 3Y | +70.1% | +115.7% | -45.5% | -11.4% |
| 5Y | +134.8% | +34.6% | +100.1% | +70.5% |
| 10Y | +130.1% | +217.8% | -87.7% | +10.6% |
| All | +130.1% | +227.4% | -97.3% | +10.6% |
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