+122,851.5%
AAPL vs PCAR
+15,337.6%
+107,514.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.1% | -0.5% | +0.6% | +0.3% |
| 30D | +3.0% | -6.2% | +9.2% | +5.4% |
| 3M | +2.9% | +5.9% | -3.0% | +0.1% |
| 6M | +22.1% | +0.4% | +21.7% | +20.8% |
| YTD | +18.0% | +14.8% | +3.2% | +10.5% |
| 1Y | +33.9% | +30.1% | +3.8% | +18.9% |
| 3Y | +71.2% | +66.7% | +4.5% | +35.3% |
| 5Y | +112.6% | +166.1% | -53.5% | +38.8% |
| 10Y | +1,198.8% | +353.7% | +845.1% | +577.0% |
| All | +122,851.5% | +15,337.6% | +107,514.0% | +16,798.1% |
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