+4,549.4%
RCL vs PNC
+2,177.8%
+2,371.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.1% | +1.4% | -6.5% | -5.9% |
| 30D | -19.0% | -3.8% | -15.2% | -17.0% |
| 3M | -9.6% | +9.0% | -18.6% | -14.5% |
| 6M | -6.7% | +16.6% | -23.3% | -15.3% |
| YTD | -3.9% | +20.4% | -24.4% | -14.6% |
| 1Y | -25.1% | +22.3% | -47.4% | -34.0% |
| 3Y | +179.1% | +124.5% | +54.6% | +69.8% |
| 5Y | +243.3% | +54.1% | +189.2% | +163.8% |
| 10Y | +325.8% | +276.3% | +49.5% | +108.7% |
| All | +4,549.4% | +2,177.8% | +2,371.6% | +1,020.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling