Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CAT vs PCOR✓SelectedUSD · PCORCAT vs PCOR performance historyLatest closeAs of+1.72%09/04
Stock and ETF performance explorer

CAT vs PCOR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+95.4%
PCOR return
-14.7%
Excess return
+110.1%
Maximum drawdown
-26.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioPCORExcessAlpha
1D+1.7%-4.3%+6.0%+1.1%
7D+1.7%-9.0%+10.7%+0.4%
30D-6.6%+4.2%-10.7%-5.8%
3M-13.3%+14.4%-27.7%-9.6%
6M+11.6%+0.2%+11.4%+15.8%
YTD+42.9%-20.3%+63.2%+52.8%
1Y+95.4%-16.1%+111.6%+107.8%
All+95.4%-14.7%+110.1%+107.8%

Cumulative growth

Daily Returns

Daily percentage return beside PCOR.

Daily Out/Under-Performance

Portfolio return minus PCOR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PCOR 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 1y: compounded portfolio wealth divided by compounded PCOR 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…

1y analysis · Full analysis span regression · 6 months rolling