+131,458.9%
AAPL vs PCAR
+12,524.9%
+118,934.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.4% |
| 7D | -0.7% | +0.1% | -0.7% | -0.7% |
| 30D | +1.7% | -4.6% | +6.3% | +3.5% |
| 3M | +9.7% | -22.6% | +32.3% | +20.7% |
| 6M | +19.3% | -12.0% | +31.3% | +24.2% |
| YTD | +26.3% | -6.1% | +32.4% | +27.6% |
| 1Y | +27.4% | +6.3% | +21.1% | +22.4% |
| 3Y | +93.6% | +31.8% | +61.8% | +67.5% |
| 5Y | +131.7% | +104.2% | +27.5% | +67.4% |
| 10Y | +1,268.5% | +302.9% | +965.6% | +646.8% |
| All | +131,458.9% | +12,524.9% | +118,934.0% | +19,404.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling