+23.6%
PCAR vs AZO
-32.5%
+56.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -1.6% | -3.6% | +2.0% | -1.3% |
| 30D | -6.4% | -5.6% | -0.8% | -6.0% |
| 3M | +4.7% | -6.6% | +11.3% | +5.0% |
| 6M | +4.5% | -22.5% | +27.0% | +7.1% |
| YTD | +13.0% | -15.2% | +28.2% | +16.1% |
| 1Y | +23.6% | -33.9% | +57.5% | +32.8% |
| All | +23.6% | -32.5% | +56.1% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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