+120.2%
ADBE vs PCAR
+296.2%
-176.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -1.9% |
| 7D | -4.4% | +0.1% | -4.4% | -4.4% |
| 30D | +2.8% | -4.6% | +7.4% | +4.8% |
| 3M | -8.0% | -22.6% | +14.5% | +1.8% |
| 6M | -4.3% | -12.0% | +7.6% | -0.4% |
| YTD | -31.6% | -6.1% | -25.5% | -31.7% |
| 1Y | -26.9% | +6.3% | -33.2% | -31.1% |
| 3Y | -57.7% | +31.8% | -89.5% | -64.9% |
| 5Y | -63.9% | +104.2% | -168.1% | -75.9% |
| All | +120.2% | +296.2% | -176.0% | +15.5% |
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