+15,526.6%
PCAR vs AZO
+43,293.3%
-27,766.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | 0.0% |
| 7D | -0.5% | +0.7% | -1.2% | -0.8% |
| 30D | -6.2% | -2.7% | -3.5% | -5.4% |
| 3M | +5.9% | -3.2% | +9.1% | +6.4% |
| 6M | +0.4% | -19.7% | +20.1% | +7.5% |
| YTD | +14.8% | -12.0% | +26.9% | +18.5% |
| 1Y | +30.1% | -29.5% | +59.6% | +44.9% |
| 3Y | +66.7% | +17.3% | +49.3% | +51.9% |
| 5Y | +166.1% | +94.1% | +72.1% | +98.5% |
| 10Y | +353.7% | +303.3% | +50.4% | +147.5% |
| All | +15,526.6% | +43,293.3% | -27,766.7% | +2,268.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling