+61.8%
PCAR vs BBY
+42.7%
+19.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.5% |
| 7D | 0.0% | +8.1% | -8.1% | -1.9% |
| 30D | -7.7% | +8.9% | -16.7% | -9.9% |
| 3M | +3.7% | +22.0% | -18.3% | -1.7% |
| 6M | +2.3% | +37.8% | -35.5% | -6.8% |
| YTD | +12.8% | +37.3% | -24.5% | +2.6% |
| 1Y | +27.8% | +21.6% | +6.2% | +20.1% |
| 3Y | +61.8% | +41.5% | +20.3% | +44.6% |
| All | +61.8% | +42.7% | +19.1% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 3y: compounded portfolio wealth divided by compounded BBY 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…
3y analysis · Full analysis span regression · 6 months rolling