-59.7%
ADBE vs PCAR
+168.1%
-227.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -8.6% | -0.5% | -8.1% | -8.4% |
| 30D | +2.8% | -6.2% | +9.0% | +5.0% |
| 3M | +3.1% | +5.9% | -2.8% | +0.3% |
| 6M | -2.4% | +0.4% | -2.8% | -3.7% |
| YTD | -23.9% | +14.8% | -38.7% | -29.6% |
| 1Y | -22.6% | +30.1% | -52.7% | -32.7% |
| 3Y | -52.7% | +66.7% | -119.3% | -65.2% |
| All | -59.7% | +168.1% | -227.8% | -77.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling