+73.2%
CVE vs PNC
+115.6%
-42.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.5% |
| 7D | +5.9% | +3.1% | +2.9% | +4.9% |
| 30D | -10.9% | +7.6% | -18.5% | -13.1% |
| 3M | -4.5% | -8.1% | +3.6% | -2.0% |
| 6M | -1.0% | +12.6% | -13.6% | -6.2% |
| YTD | +74.7% | +15.0% | +59.8% | +62.2% |
| 1Y | +65.8% | +30.4% | +35.4% | +44.7% |
| 3Y | +73.2% | +116.1% | -43.0% | +24.4% |
| All | +73.2% | +115.6% | -42.5% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling