+241.9%
RCL vs PNC
+115.6%
+126.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | -1.2% | +3.1% | -4.3% | -3.5% |
| 30D | +17.8% | +7.6% | +10.2% | +11.3% |
| 3M | +4.9% | -8.1% | +13.1% | +12.3% |
| 6M | +23.7% | +12.6% | +11.1% | +11.4% |
| YTD | +17.8% | +15.0% | +2.9% | +4.0% |
| 1Y | +28.9% | +30.4% | -1.5% | +2.6% |
| 3Y | +241.9% | +116.1% | +125.7% | +106.1% |
| All | +241.9% | +115.6% | +126.2% | +106.1% |
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