+13.2%
PCAR vs APA
+107.6%
-94.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.4% |
| 7D | +4.9% | +8.5% | -3.6% | +5.6% |
| 30D | -1.4% | +2.8% | -4.2% | -1.2% |
| 3M | -18.1% | +21.7% | -39.8% | -16.8% |
| 6M | -4.0% | +32.6% | -36.6% | -1.6% |
| YTD | -1.5% | +103.7% | -105.2% | -8.2% |
| 1Y | +13.2% | +101.8% | -88.6% | +5.4% |
| All | +13.2% | +107.6% | -94.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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