+200.5%
NXPI vs PCAR
+326.7%
-126.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +0.6% |
| 7D | -0.3% | +2.9% | -3.2% | -2.4% |
| 30D | +12.7% | -2.1% | +14.8% | +14.2% |
| 3M | +7.5% | -20.4% | +27.8% | +26.1% |
| 6M | -12.3% | -7.0% | -5.3% | -8.0% |
| YTD | +19.7% | -2.6% | +22.3% | +21.1% |
| 1Y | +27.6% | +9.8% | +17.8% | +18.3% |
| 3Y | +50.0% | +37.3% | +12.7% | +16.3% |
| 5Y | +27.2% | +116.4% | -89.3% | -29.4% |
| 10Y | +200.5% | +293.0% | -92.4% | +27.2% |
| All | +200.5% | +326.7% | -126.2% | +27.2% |
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