+114.0%
PCAR vs APA
+90.7%
+23.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.6% | -2.0% |
| 7D | +2.1% | +9.6% | -7.5% | +0.7% |
| 30D | -1.2% | -0.2% | -1.0% | -1.4% |
| 3M | -18.6% | +19.8% | -38.4% | -21.2% |
| 6M | -5.1% | +30.1% | -35.1% | -9.9% |
| YTD | -1.8% | +100.4% | -102.2% | -15.4% |
| 1Y | +10.6% | +105.2% | -94.6% | -5.3% |
| 3Y | +34.9% | +44.6% | -9.7% | +17.9% |
| 5Y | +114.0% | +88.8% | +25.2% | +69.4% |
| All | +114.0% | +90.7% | +23.2% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling