+276.9%
PCAR vs ALB
+34.3%
+242.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.1% | +0.7% |
| 7D | +3.5% | +5.3% | -1.8% | +2.4% |
| 30D | -2.3% | -6.3% | +4.0% | -1.1% |
| 3M | -19.3% | -27.4% | +8.1% | -14.4% |
| 6M | -7.1% | -53.1% | +46.0% | +7.2% |
| YTD | -2.8% | -32.3% | +29.5% | +2.3% |
| 1Y | +9.3% | -7.3% | +16.6% | +7.2% |
| 3Y | +33.5% | -14.9% | +48.4% | +23.3% |
| 5Y | +112.6% | -62.0% | +174.7% | +127.2% |
| 10Y | +276.9% | +33.0% | +243.9% | +142.1% |
| All | +276.9% | +34.3% | +242.6% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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