+32.5%
PFE vs CNC
+96.8%
-64.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.8% |
| 7D | -4.0% | -3.9% | -0.2% | -3.5% |
| 30D | +3.9% | +0.8% | +3.1% | +3.7% |
| 3M | +9.9% | +0.1% | +9.8% | +9.6% |
| 6M | +5.3% | +79.7% | -74.4% | -4.8% |
| YTD | +16.8% | +58.9% | -42.2% | +6.9% |
| 1Y | +20.4% | +109.1% | -88.7% | +4.6% |
| 3Y | -2.1% | 0.0% | -2.1% | -6.9% |
| 5Y | -21.0% | +9.5% | -30.5% | -27.3% |
| All | +32.5% | +96.8% | -64.4% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling