+409.0%
NFLX vs PCAR
+296.2%
+112.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -2.6% |
| 7D | +2.1% | +0.1% | +2.1% | +2.2% |
| 30D | -9.0% | -4.6% | -4.5% | -7.8% |
| 3M | -14.0% | -22.6% | +8.6% | -7.5% |
| 6M | -28.2% | -12.0% | -16.2% | -26.0% |
| YTD | -32.4% | -6.1% | -26.3% | -32.1% |
| 1Y | -42.2% | +6.3% | -48.5% | -44.4% |
| 3Y | +45.9% | +31.8% | +14.1% | +25.7% |
| 5Y | -1.8% | +104.2% | -106.0% | -28.8% |
| All | +409.0% | +296.2% | +112.7% | +240.3% |
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 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