+66.1%
INTC vs PCAR
+11.3%
+54.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.7% |
| 7D | +6.0% | +4.9% | +1.1% | +3.4% |
| 30D | -39.2% | -1.4% | -37.8% | -38.8% |
| 3M | -42.9% | -18.1% | -24.8% | -34.9% |
| 6M | -50.4% | -4.0% | -46.4% | -50.7% |
| YTD | +61.7% | -1.5% | +63.1% | +61.0% |
| 1Y | +66.1% | +13.2% | +52.9% | +52.7% |
| All | +66.1% | +11.3% | +54.9% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling