+212.4%
NXPI vs PCAR
+288.5%
-76.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | +6.8% | +4.9% | +1.8% | +3.1% |
| 30D | +20.0% | -1.4% | +21.5% | +21.1% |
| 3M | +14.8% | -18.1% | +33.0% | +32.1% |
| 6M | -10.5% | -4.0% | -6.5% | -8.1% |
| YTD | +23.7% | -1.5% | +25.2% | +24.1% |
| 1Y | +34.1% | +13.2% | +20.9% | +21.6% |
| 3Y | +51.2% | +35.8% | +15.4% | +18.0% |
| 5Y | +33.4% | +114.6% | -81.2% | -25.8% |
| All | +212.4% | +288.5% | -76.1% | +27.9% |
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