+164.2%
PCAR vs AZO
+85.0%
+79.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -1.6% | -2.9% | +1.4% | -0.8% |
| 30D | -7.3% | -5.3% | -2.0% | -6.1% |
| 3M | +7.8% | -7.3% | +15.2% | +9.4% |
| 6M | +3.6% | -22.7% | +26.2% | +10.3% |
| YTD | +12.9% | -15.0% | +27.9% | +16.7% |
| 1Y | +27.3% | -32.2% | +59.5% | +40.6% |
| 3Y | +61.9% | +10.0% | +51.9% | +50.4% |
| 5Y | +164.2% | +85.8% | +78.3% | +108.7% |
| All | +164.2% | +85.0% | +79.2% | +108.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling