+109.4%
AAPL vs PCAR
+168.1%
-58.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +3.0% | -6.2% | +9.2% | +5.3% |
| 3M | +2.9% | +5.9% | -3.0% | +0.3% |
| 6M | +22.1% | +0.4% | +21.7% | +21.0% |
| YTD | +18.0% | +14.8% | +3.2% | +10.5% |
| 1Y | +33.9% | +30.1% | +3.8% | +18.5% |
| 3Y | +71.2% | +66.6% | +4.5% | +28.9% |
| All | +109.4% | +168.1% | -58.7% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 5y: compounded portfolio wealth divided by compounded PCAR 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…
5y analysis · Full analysis span regression · 6 months rolling