+137.3%
ADBE vs PCAR
+288.5%
-151.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +1.6% | +4.9% | -3.4% | -0.5% |
| 30D | +1.0% | -1.4% | +2.4% | +1.5% |
| 3M | -10.1% | -18.1% | +8.0% | -2.7% |
| 6M | +3.0% | -4.0% | +7.0% | +3.4% |
| YTD | -30.5% | -1.5% | -29.1% | -32.0% |
| 1Y | -27.1% | +13.2% | -40.3% | -33.2% |
| 3Y | -58.8% | +35.8% | -94.6% | -66.3% |
| 5Y | -63.0% | +114.6% | -177.7% | -76.0% |
| All | +137.3% | +288.5% | -151.2% | +14.4% |
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