+152.5%
ADBE vs PCAR
+357.6%
-205.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -2.8% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | -3.0% | -7.7% | +4.7% | +0.1% |
| 3M | +5.0% | +3.7% | +1.3% | +2.7% |
| 6M | -9.3% | +2.3% | -11.6% | -11.5% |
| YTD | -26.5% | +12.8% | -39.3% | -31.8% |
| 1Y | -28.3% | +27.8% | -56.0% | -37.3% |
| 3Y | -54.1% | +61.8% | -115.9% | -65.0% |
| 5Y | -61.2% | +168.2% | -229.4% | -77.0% |
| 10Y | +152.5% | +359.1% | -206.6% | +16.5% |
| All | +152.5% | +357.6% | -205.1% | +16.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling